06/22/2026
People tend to assume the first meeting with a financial planner goes something like this:
You bring 17 account statements, 3 tax returns, 2 forgotten 401(k)s, and a mild sense of anxiety.
I immediately pull up a spreadsheet and start asking about expenses, savings rates, your lifelong plans that you definitely have figured out.
That is… not how my first meetings go.
I jokingly call the first meeting a first date.
I’m usually not too worried about the nitty gritty yet. Cue the: *that can be an email* mug.
First, I want to understand **you**
What’s going well?
Tell me about your family!
What’s stressing you out?
What keeps lingering in the back of your mind?
Maybe you’re trying to figure out if early retirement is realistic.
Maybe you’re raising a family and wondering how to balance saving for retirement, college, and everything else life keeps throwing at you.
Maybe you’re doing all the “right” things—saving, investing, contributing to retirement—and still wondering if you’re missing something.
Before we start digging through statements and spreadsheets, I want to understand what we’re actually solving for- a financial plan built around numbers alone is just math.
The real value comes from building a plan around *your* life: your goals, your values, and the things that matter most to you.
Photo tax: you'll often find me on these "dates" out and about- coffee, walks, you name it! I live for non-stuffy first meetings.
