Schedule a Meeting
Choose the meeting type that best fits your needs. All discovery calls are free with no obligation.
Discovery Call
30 minutes
Free intro call to learn about you and your goals. No pressure, just a conversation to see if we're a good fit.
Book NowPrefer to reach out directly? Contact us or call 717-340-2550.
What to Expect
No Pressure
Our discovery call is a casual conversation to understand your situation. No sales pitch.
Your Questions Answered
Come with questions about your financial situation. I'm here to help you understand your options.
Confidential
Everything discussed is completely confidential. Your privacy is protected.