Call or Text (571) 368-6178
One to two hours with a CERTIFIED FINANCIAL PLANNER™ professional at our Alexandria office, right off I-395 at the Duke Street exit, or by video call. Bring your questions, statements, and anything you've been shown, and leave with clear answers and a prioritized plan. The review costs you nothing, whether or not we ever work together.
Financial decisions don't wait politely. Social Security claiming windows, Roth conversion years, required distributions, market risk near retirement — each has a clock attached, and the cost of drifting past one is usually invisible until it's permanent. An hour now, while your options are still open, is worth more than ten hours after they've narrowed. If it's been on your list, this is the box to check first.
Our office is 6001 Tower Ct., Alexandria, VA 22304, right off I-395 at the Duke Street exit (Exit 3). That is the default meeting location when you book below. Prefer not to travel? We are happy to meet by video call instead.
Prefer a video meeting? Just note it in the "Please share anything that will help prepare for our meeting" box when you book, and we will send a video link with your confirmation.
Prefer to talk it through first? Call (571) 368-6178 — a real person answers.