For new clients –
- We will start with a 15 phone call so I can find out more about you and what you are looking for. Please book your call here on my online calendar (no username required!)
- After our phone call we can schedule a time to get together. I will ask you to bring in some of your documents with you to help me prepare your financial plan.
For existing clients –
- To review your investment, insurance and financial plans, please click here on my online calendar.
- For more scheduling availability, please click here for my full calendar.
Alternatively, please feel free to call our office anytime at 306.979.5000.