Discovery meetings are an opportunity for you to learn about our firm and our Total Financial Management process. It’s also an opportunity for us to learn about you. Regardless of whether we ultimately decide to work together, you’ll likely leave the meeting smarter than when you arrived. We love to teach and are passionate about helping people understand their finances and options better.

Discovery meetings take about an hour and can be conducted in-person at our Phoenix office or virtually via Zoom. You can book either type of meeting using the appropriate calendar below.