Announcement: FINPLAN30

A No-Cost No-Obligation Financial Planning Conversation About Almost Anything in 30 Minutes


What are your resolutions for 2020?


Might any of them be to tackle some burning financial questions?


If so, consider reaching out to me for a quick 30-minute conversation about that question.


FINPLAN30 conversations are 25 minutes long and take place via Skype* or telephone.

Appointment times are as follows (all times Eastern):

Mondays: 3:00 pm, 3:30 pm

Wednesdays: 8:00 pm, 8:30 pm

Fridays: 9:00 am, 9:30 am

FINPLAN30 launches this Friday, January 3, 2020 at 9:00 am EST.



The best to you in 2020



*If you do not have a Skype account or do not want to use that service, please enter N/A in the Skype field.