Take control of your finances
Work with a certified financial planner
If you're ready to get a plan in place, the next step is to book an appointment below. If you're not ready to get started on your plan, book an initial consultation first. Not ready for a meet and greet just yet? No worries... K.I.T.
Initial Consultations - $49 - $59
An initial consultation is simply a meet and greet to learn more about our services and see if they're a good fit for you before you commit. We cannot provide investment or finance advice in a consultation because you are not yet a client. You don't need to bring anything and you don't need to share any specifics at this meeting unless you want to.
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The Game Plan
The Game Plan is our signature financial planning program. By booking your first team huddle and paying the initial investment, you commit to a one year term of services with a monthly membership. Please read the game plan specifics before booking.
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Schedule your next Team Huddle
For current game plan clients and investment management clients only.
Financial Planning by the Hour
This is only for clients who have completed a plan in the past - new clients must start with a financial plan.
20-minute chat
Please only book this if you are an existing client or you have been asked to book a time- new clients must start with an initial consultation (above).