Choose a time that works for you. Whether you need tax advice, wealth management, or financial statements, let's map out your next steps.
1. Pick a Service
Tell me what you need help with right now.
2. Choose a Time
Select an open slot on the calendar.
3. Get Clarity
We'll meet via a secure online link to discuss your goals.
If you are not ready to book yet, reach out directly and I will help you understand the best next step for your situation.
"The session was focused and practical. I left with clear next steps for both tax and investments."
Professional Client
"Booking was easy, and the strategy call connected my business reporting with my personal financial goals."
Owner-Managed Business Client
Most discovery consultations run for approximately 30 to 45 minutes, depending on complexity.
Bring your top priorities and any relevant context around current investments, tax position, or financial reporting needs.
The first call is diagnostic. Recommendations are provided after your goals and current setup are properly reviewed.
