Answer your most pressing financial questions.

If you’re not yet ready for a comprehensive financial plan, this option is perfect to meet one-on-one with an expert.

  • In this 90-minute meeting, we’ll discuss 2-3 topics of your choice – some examples are listed below.
  • After the meeting, you’ll receive a written summary of our discussion along with a list of recommendations.
  • You’ll have email Q&A support for 2 weeks after the meeting to clarify any issues about the recommendations.

As a bonus, if you subscribe to comprehensive financial planning within 6 months after our quick start session, then the cost of the meeting will be applied towards your initial planning fee!

Ready to Get Started?

Schedule your Quick Start Session today