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SERVICES

  • Initial Consultation
    Let's talk about your situation and how I can help!
    30 min
  • In-person Meeting
    Available for clients & prospects in the Austin/Georgetown area.
    1 hr
  • Tax Discussion
    Available for current tax planning clients
    1 hr
  • Checkup/ Q&A Meeting
    Available for current clients
    1 hr
  • Financial Plan Delivery Meeting
    Review your initial financial plan and discuss next steps
    1 hr 30 min
  • Networking
    Let's connect & chat!
    30 min
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