Available Online

Free Consultation

A 1:1 session to gather information + discuss your options

30 min

Service Description

Let's set a foundation and get to know each other. During this session, we’ll gather key information about your situation, explore your options, and outline how our services can support your goals. To make the most of your consultation, please bring any relevant documents, such as prior year tax returns, income records (W-2s, 1099s), and a list of questions or concerns. If you need to cancel or reschedule your free consultation, please notify us at least 24 hours in advance.