While we have room to take on financial planning clients, we can't take on all of you all at once, so we have a waitlist! You can still schedule a discovery session per below, and if we feel like we’re a good fit for each other, we’ll put you on it. I’ll update you periodically (every month or two) as to how soon we expect your turn to come up. 

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Currently, the waitlist goes out 4 months, to June 2024. Note that this will move up or down as capacity changes, people decide to join/leave the waitlist, etc.

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Note: Office Hours has no waitlist! Many clients like to use that to get their more time-sensitive questions answered, saving the deeper analysis and long-term optimization for the comprehensive plan. We can talk more about this during the discovery session!