Let’s Talk!


Let’s meet so that you can tell us about your dreams and aspirations. Together, let’s establish your starting point, define your True North and create your financial navigation chart. Now is the time to start conquering your life’s goals!

What it is

This first meeting will be face-to-face. You will be able to give us an overview of your financial resources and an idea of what it would mean for you to accomplish your dreams. You can also share any impediments you have faced in realizing your dreams.


This meeting will last between 1 to 2.5 hours and will be conducted at the location of your choice. (In some cases, it can be split into two separate appointments).



Our fee for this meeting is $197. However, if you decide that we are the best option to give you advice on how to create your financial navigation chart and meet your goals, we will credit you this fee in full!


Request your appointment by filling out this form.
Let’s talk!