Please select your requested appointment type.
I recommend this option for potential clients.
Save time, gas, and parking! A zoom link will be provided prior to your appointment.
Join me at The Gathering Spot in Midtown Atlanta; *A face mask, normal temperature, and a signed waiver are required for entry.
Start your day with coffee, conversation, and your favorite Financial Planner! Meet me at The Gathering Spot in Midtown Atlanta. *A face mask, normal temperature, and a signed waiver are required for entry. Breakfast is provided. * Tuesday and Thursday mornings, 9:00 AM - 10:00 AM ONLY.
CARES (Coronavirus Aid, Relief, and Economic Security) Act: This consultation covers IRS stimulus, Unemployment, EIDL (Economic Injury Disaster Loan*), and available grants.
If you are unable to make your scheduled appointment, please notify us ASAP. You will be allowed to reschedule 1 time with no loss of funds paid.