What becoming a client looks like:
Intro Call
A quick call to determine if I can help
Schedule Intro Call
Deep Dive & Strategy Session
An in depth call to review your values, goals, and what steps we can take to move you closer to them. No commitment on this call.
FIT Call
After taking some time to think about it, we can decide if we’d both like to move forward with the financial planning relationship.
What we believe in
Want someone in your financial corner?
Schedule an Intro Call with Patrick