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We’re looking forward to seeing you soon

Before Our Meeting…

  • Click Here to see our services & fees

    Budgeting • Cash Flow • Debt • Credit • College Funding • Student Loans• Home buying • Marriage & Divorce • Retirement • Insurance • Investment Strategy• Estate Planning • LGBTQIA+ Issues • And more.

  • Click Here to learn about SRI Investing

    We’ll talk about our approach to investing at our meeting, but you can familiarize yourself with the UN’s Sustainable Development Goals and see if there are any themes you’d like us to highlight in your portfolio beforehand.

How to Join a Zoom Meeting

Want to test it out?

Here are the instructions. Just a heads up: We get an email when you join the meeting, so we may even hop in to say hi!

You will recieve an email with this information shortly, but here it is for you to test:

To Join this Zoom Meeting, just click this link: https://zoom.us/j/3947420040

Meeting ID: 394 742 0040

One tap mobile
+16465588656,,3947420040# US (New York)
+16699009128,,3947420040# US (San Jose)

If you’re calling in from the us, Dial in to the number closest to your location
+1 646 558 8656 US (New York)
+1 669 900 9128 US (San Jose)
Meeting ID: 394 742 0040
If you’re not in the US, you can find your local number here: https://zoom.us/u/abjAD19Jlg

Here are a few additional videos on Zoom, just in case you’re having trouble:

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We’ll See you soon!

If you have any questions before your meeting, please shoot us an email!

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