Schedule An Introductory Phone Call
Although I wish I could help everyone, I intentionally limit the number and types of individuals and households I serve so that I can provide my clients with the personalized attention and exceptional service they deserve. If you’re a woman who wants a financial partner for your financial planning and wealth management needs and have a minimum of $500,000 in assets, I encourage you to schedule an introductory phone call.
To schedule a call, I ask that you first answer a few questions to help me get to know you better. Please click the button below to get started.