Schedule a Consultation or Appointment
Choose the option that fits where you are right now. Whether you’re exploring ongoing financial support or scheduling a specific service, booking time is simple and straightforward.
Financial Consultation
For business owners and leaders considering ongoing financial support or short-term advisory work.
Use this time to talk through your business, what’s working, and where you need support. We’ll discuss your goals, current challenges and priorities, then outline possible next steps together.
This is not a sales call. If my services are not the right fit, I’ll tell you and help point you in the right direction.
Individual Services
For clients looking to schedule a specific service, such as tax services or notary appointments.
Select the appointment type below to book a time that works for you. These services are scheduled separately from ongoing financial partnerships.
If you’re unsure which option is right for you, start with a Financial Consultation.