In-person meeting
Meet in-person with a financial planner to share your story and answer questions that will help the financial planner build your personalized financial reports. In the meantime you may ask the financial planner any question you would like and you may receive personal finance tips.
2 guests max
Sit down one-on-one with a financial planner in a calm, private setting and start turning your financial questions into a clear plan. This in-person meeting is designed to help you share your story, talk through what’s been challenging, and outline what you are looking for financially.
Pricing: The in-person meeting is free for the first 30 minutes; if the client wants to stay and chat longer, the client will be charged at the $15/hour general advising rate.
What to Expect:
Bring your questions—nothing is off-limits. Your planner will ask a few focused questions to understand your goals, bills, debts, and day-to-day spending, then use that information to begin building personalized financial reports tailored to you. Along the way, you’ll get practical personal finance tips you can apply right away, plus guidance on what to prioritize first so you leave feeling more confident and organized.
Who Can Join?
Ideal for anyone who wants a clearer picture of their finances—whether you’re catching up, planning ahead, or simply looking for a second set of eyes.
Before You Arrive:
For the most helpful session, consider bringing recent credit card statements, and a bank statement if you’re comfortable sharing it. Please plan to arrive 10–15 minutes early to settle in and gather the key details you’d like to discuss.
Book Your Experience:
Reserve your spot and take the first step toward financial clarity with a supportive, judgment-free conversation.