Schedule a financial planning Consultation
Starting a relationship with a financial advisor is a big deal. We don’t take that lightly.
What we’ll talk about.
Thirty minutes with Nikki using Google Meet, or we can schedule a phone call if you prefer. Your choice.
We’ll ask about where you are right now, what’s brought you here, and what you’re hoping to find in an advisor. You should ask us anything you want to know about how we work, who we typically work with, and whether we’re the right fit for your situation.
If it’s a match, we’ll talk about next steps. If it isn’t, we’ll tell you that honestly too — and point you somewhere that might serve you better.
After you book
You’ll get a confirmation email with a simple agenda so you know exactly what to expect. That’s it. No prep work, no documents to gather — just show up and talk.
Need to reschedule? Everything you need will be in that email.
Have questions first?
Totally fine. Reach out directly and we’ll get back to you.
