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Money should serve your life—not the other way around.

Your first step is to book a 30‑minute introductory call. During this call, we’ll talk about what matters most to you—your goals, your challenges, and the kind of life you want your money to support. You don’t need to have every document ready or know all your numbers; this is simply a fit call to see if working together makes sense.

What to expect in our intro call:

• A relaxed conversation to begin getting to know each other—no pressure, no jargon
• A chance to share your top questions or concerns
• Guidance on next steps if we both feel it's a good fit
• Your spouse or partner is welcome to join

Want to book a call?

Use the calendar below to schedule a time that works for you, and take the first step toward aligning your money, time, and health for a life well‑lived.