Self Directed Appts

Please choose an option below, put some time on my calendar, and feel free to text me if you have any questions prior to our appt. I look forward to connecting with you.

MPI Plan Application (45 min)

Agenda (45 Minutes):Finalize your plan. Start the application/appro...

MPI Retirement Calculator - Run My Numbers (15 mins)

Agenda (15 Minutes): Run your numbers and find out what your potent...

Initial Consultation (15 min)

Agenda (15 Minutes): General Consult

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