Say goodbye to phone and email tag for finding the perfect meeting time with us. Just click the picture above.
You can see the times that are available and book online. If you are unable to keep your appointment, you can reschedule easily online as well.
You will also receive an automatic reminder the day before your appointment.
New Client Availability (Read This Before Booking)
To protect service quality, we intentionally open our calendar to a small number of new households each quarter. When those spots are taken, we start a waitlist until the next onboarding window. If you want your plan reviewed before the next window closes, claim a slot now—once the calendar is full, it’s full.
Who We’re a Fit For
• Nearing retirement or newly retired and want a written, numbers‑first plan.
• Have moving parts—pensions, Social Security timing, multiple accounts, RMDs, and tax considerations—and want them coordinated together.
• Prefer a calm, accountable partner who will tell you what you need to hear, not what you want to hear.