Call: 919-886-4618
(Mon-Fri; 10AM-3:30PM EST)
Or book a meeting with me using my online scheduler
Online Scheduler
Use my online scheduler to book your meeting with me right now.
What To Expect During Our First Meeting
During our meeting, we’ll discuss your:
- Financial goals and current financial plan (i.e. what you’re doing right now, where you want to be, what’s working, what’s not);
- Your budget (time budget, financial resources, etc.);
- Whether life insurance or annuities are suitable given your financial goals and resources;
There is no pressure or obligation to buy anything. The initial meeting is a discovery meeting only. You will not be applying for life insurance or annuities during this meeting.
If that makes sense to you, go ahead and schedule a meeting with me now.
SCHEDULE A MEETING WITH ME
Call: 919-886-4618
(Mon-Fri; 10AM-3:30PM EST)
Or book a meeting with me using my online scheduler
Online Scheduler
Use my online scheduler to book your meeting with me right now.
*All personal financial and health information you provide during our meeting is protected and stored in an encrypted virtual vault. Email transmissions containing personal financial and health information are sent using end-to-end encryption and are stored in an encrypted format at rest. All encryption meets or exceeds regulatory requirements for encrypting sensitive financial and health information.