Please select the appointment type to make a booking.
Initial consultation for new and returning clients.Please provide your phone number in the comments. We will call you at the appointed time.Please disregard the Zoom link.
Duration: 15 minutes
Initial consultation for new and returning clients.The Zoom link will be sent with your appointment confirmation. If you do not see the confirmation e-mail, please check your spam folder.
Initial consultation for new clients and returning clients, in-person.
Please disregard the Zoom link.
Tax information intake, or follow up for completed return. Please specify whether you prefer an appointment by phone, Zoom, or in-office.
If your appointment is by phone or in-office, please disregard the Zoom link.
Duration: 30 minutes
Personal coaching for budgeting, money management, and debt elimination planning. Please specify Zoom or in-person.
If your appointment is in-person, please disregard the Zoom link.
Duration: 1 hour
Price: $ 235.00
Intake of tax information, or follow-up to tax return completion. Please specify Zoom or phone in the comments.