Our first meeting is a chance to get to know each other—no pressure, no sales pitch. Just a genuine conversation about your goals and how I might be able to help.

What to Expect in Our First Conversation:

You don’t need to prepare anything formal, but here are a few things to think through before we talk:

— What’s been on your mind financially?

— Are there specific goals you're working toward—retirement, debt reduction, business planning, or something else?

—What does financial peace of mind look like for you?

— Are you looking for short-term guidance, long-term partnership, or both?

Our first meeting won’t be technical—we’ll keep things simple. If it feels like a good fit, we’ll talk about next steps and how the B.I.K.E. process could support your financial journey.