Appointments

Office visits and Zoom calls are by appointment only.  Phone calls may also be scheduled by appointment. 

Please select the type of appointment below you wish to  schedule.

Phone Call

We will call you at the number you provide.

10 Minute Consultation
30 Minute Tax Return Call
30 Minute Consultation
60 Minute Consultation
30 Minute Call - Prospective Client

Zoom Call

Meeting invitation will be sent by email

30 Minute Zoom
60 Minute Zoom
90 Minute Zoom *

Visit-Atlanta Office

303 Perimeter Center North, Suite 300
Atlanta, GA 30346

30 Minute Visit
60 Minute Visit
90 Minute Visit *

Visit-Marietta Office

55 Atlanta Street
Marietta, GA 30060

30 Minute Visit
60 Minute Visit
90 Minute Visit *

* 90 minute appointments are reserved for the initial Discovery meeting for financial advisory services only.