Initial Consultation Information
Make an Appointment for an Initial Consultation
Initial Consultations via Zoom or phone
Please use the link below to schedule a 60-minute initial consultation either via phone or video-conference (we use Zoom for our video meetings).
Please note:
Quiet Wealth is accepting new Ongoing Advisory Service clients.
Quiet Wealth onboards Financial Planning Project clients periodically throughout the year: The next onboarding for Financial Planning Project clients is February 2025, and there are 3 more spots available that time. If you are interested in a Financial Planning Project engagement, please sign up for an initial consultation as soon as possible, because it is likely that January group will fill up in the coming weeks.
It is strongly recommended that you attend via video-conference if at all possible; however, as an alternative, an audio-only phone dial-in will be provided as part of the meeting invitation.