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Getting Started

Our first step toward working together will depend upon whether you are seeking a financial plan, or just want to buy a few hours of time as part of a financial planning consultation.  

If you are seeking a financial plan, we will start by scheduling an initial phone call. If you are seeking a financial planning consultation, we will begin by scheduling a financial planning consultation. Both options are described in greater detail under the "services" section of this website.

To access my calendar, please use the appropriate link below. 

  Click here if you are seeking a financial plan


or


Click here if you are seeking a Financial Planning Consultation