Free Office Hours

We believe that everyone can achieve their financial goals with the right planning and advice. That’s why we offer free office hours on the first Thursday and Saturday of every month. Do you have a question about your personal finances? Need help with a difficult situation? Want a second opinion? Book a free 30-minute meeting and speak with one of our fee-for-service financial planners.

What are office hours?

Office hours are a quick and easy way to speak with a fee-for-service financial planner with no obligation. We offer free 30-minute sessions on the first Thursday and Saturday of every month. It’s open to anyone who has a general question about personal finances, needs advice on their specific situation, or just wants a second opinion on their existing financial plan.

Why offer free office hours?

We love personal finance! Office hours give us a chance to talk about personal finance with new people. Sometimes you don’t need a full financial plan but still want to speak with a fee-for-service planner. Office hours are a great opportunity to ask a question and get feedback. We don’t sell products. There are no sales goals. We provide advice. You can be sure that our feedback is genuine, unbiased and free from conflict.

How do I book a meeting?

We offer free office hours on the first Thursday and Saturday of each month. To book a meeting use the scheduler below. Choose the type of meeting and then book an available time. Meeting times are first come first serve and our calendar opens 30-days in advance.

What are office hours?

Office hours are a quick and easy way to speak with a fee-for-service financial planner with no obligation. We offer free 30-minute sessions on the first Thursday and Saturday of every month. It’s open to anyone who has a general question about personal finances, needs advice on their specific situation, or just wants a second opinion on their existing financial plan.

Why offer free office hours?

We love personal finance! Office hours give us a chance to talk about personal finance with new people. Sometimes you don’t need a full financial plan but still want to speak with a fee-for-service planner. Office hours are a great opportunity to ask a question and get feedback. We don’t sell products. There are no sales goals. We provide advice. You can be sure that our feedback is genuine, unbiased and free from conflict.

How do I book a meeting?

We offer free office hours on the first Thursday and Saturday of each month. To book a meeting use the scheduler below. Choose the type of meeting and then book an available time. Meeting times are first come first serve and our calendar opens 30-days in advance.

Free Office Hours Booking

No commissions. No sales goals. Just advice.

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