Book A Virtual Meeting

Please select the appointment type to make a booking.

Initial Consultation

This is a preliminary phone only consultation, up to 30 minutes in length, to answer any questions you might have and determine if we are the right fit for you.

(30 minutes)

360 Discovery Session

This session is designed for us to get to know each other. We ask a lot of questions about your needs, values, goals and aspirations.

(1 hour and 30 minutes)

Plan Review/Follow Up Meeting

This is meant for our existing clients

(2 hours)