We offer a variety of meeting options depending on your needs—whether you're a new client, an existing client with a quick question, or looking for more in-depth planning or advice.

For new clients, we offer a 30-minute initial meeting for $75 to review your situation, answer your questions, and help determine if we’re a good fit. If you decide to move forward, that fee is applied to your first invoice.

We also offer different options for existing clients, including quick check-ins, tax return discussions, and consultation meetings. Quick questions are always welcome by email or a brief call at no charge.

For more in-depth discussions or planning conversations, consultation meetings can be scheduled, with fees based on the selected meeting length and collected at booking.

Our goal is to make sure your time is well spent—whether it’s a quick question or a more detailed conversation.

Use the Calendly calendar below to find a time that works best for you—we’d love to connect!