Using the tools below, schedule a face-to-face, phone or video meeting. I can meet at the time and on the platform that works best for you. (Scroll down for all options.)



You can always email me directly to introduce yourself, or submit a form to give me a few basic details about who you are and what you’re looking for.

Of course, if you’re not quite ready to meet, you can always start building your financial knowledge right now with some light reading.