For full financial plans we use MoneyGuide financial planning software, which does not hold any account-level personal information or tax returns.
We use encrypted upload links and encrypted email to communicate sensitive information.
We will never request nor accept account passwords or credentials.
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I find it is most helpful to offer an initial phone consultation so I can better understand your issues and concerns. After the call, we will both know whether there is a fit, or if it makes sense to schedule an appointment. We’ll chat about your needs, your goals, and what steps are right for you.