*Special Note... I am currently in the midst of resetting my web pages, which is why may have been directed here.

You are welcome to use my scheduler below as usual or use the "Please Contact Me" appointment to send me your info so I can reach out to you.

I am on Pacific Time and assume all meetings are digital unless we agree to a CoVid Conscious arrangement.

Please make sure you leave your contact info and preferred meeting tool- mine is Zoom or Phone.

I love it when people schedule 1-2 weeks out<3

Meetings scheduled on Mon & Fri are less desirable, please use Tue or Wed whenever possible and Thursdays for Physical Meetings.

If you need a day/time that isn't available please contact me directly with 3 times that work for you, using the "Please Contact Me" Appointment.

-Please pick the first time slot available.

I offering 2 types of meetings...

20 minute sessions are for if we are meeting for the first time and you want a free introductory or networking call.

Existing clients can also use this link as well;)

45 minute sessions are assumed to be paid.

If we haven't already discussed it, please let me know the way in which you want to meet...

1) For Insurance or Investments where you want to become a client and pay me a commission based on the services you select.

2) As a Fiduciary where I charge $125/hr or less if we agree to a project or regular meeting.

3) As a Non-Fiduciary where I charge $75/hr or less if we agree to less if we agree to a project or regular meeting. I normally charge $50/hr for this or for certain groups that serve the public good or individuals that have been systemically disadvantaged I offer $25/hr and sometimes Pro-Bono or empowerment scholarships:)

Thanks for using my scheduler, I'm looking forward to meeting:)