Please select a date and time that best suits your schedule. We offer the option to meet via Zoom, Google Meet or in person at a location of your choice within the Greater Phoenix area, whichever you find most convenient.

We encourage you to include your spouse or significant other in the meeting. Additionally, we welcome the participation of family members over 18 years old as part of our commitment to involving families in planning their financial future.

We look forward to collaborating with you.