Approximately 45-60 minutes: We will meet to see if we are a good fit to work together. I only work with delightful and brilliant people because I love what I do, and I want to keep it that way!
During our time, I am here 100% for you! You will get clarification on anything you desire, and discover if a custom Authentic Wealth plan that is right for you. I will walk you through the next steps on how to create family wealth without working harder or taking additional risk.