Schedule An Appointment
Interested In Becoming A Client:
Is there a lot going on in your financial life and you’re ready to get a plan in place to ease your money worries? Apply now to see if you qualify for a free 30-minute strategy session!
The first step is to fill out this quick application below.
Media or Speaker Request:
Are you one of the following?
- A reporter or journalist looking for a quote
- You want to collaborate for a project
- You’re interested in having me speak at your next event. A list of my presentations can be found here.
Click below to schedule a 30 minute call.
I’m A Client Of Gen Y Planning:
If you’re a new client or Quick Start client, sign up for a 90 minute call.
If you’re ready to schedule a review meeting, sign up for a 60 minute call.
If you want to do a screen share for help on your 401(k) recommendations or any other type of quick check in, sign up for a 30 minute call.
I’m Another Financial Planner:
If you want to talk about following:
- Business and career coaching
- Learning how to set up your own firm
- Transitioning to your own RIA
- Attracting younger clients
- Building an online brand
- Social Media and Press Strategy
- Picking my brain
Due to the volume of these kinds of requests (25-35 per month), I use Clarity.fm to schedule these calls. This allows you to pay-per-minute for consulting with me.
If you’re looking to launch your own firm, this article from Kitces.com details the steps that I took.
I’m Friends With Sophia:
Are we friends? Did I send you here to set up a phone call with me? We should totally catch up!