Let's meet to discuss a plan

To schedule an appointment, select how you would like to meet—in person, via phone or via video.  After you select the type of appointment, you will first confirm your time zone and select the date and time for our meeting. Then, you will click "continue" and fill out your name, phone, and email. Once you complete your appointment, you will receive confirmation via email.

Important: Please note that some meetings are available to new clients and some are only available for established/prior clients.  Please choose the option that best describes you and your needs.