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 March 2025, and there are 2 more spots available at 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 March 2025 group will fill up soon. The next date for onboarding clients after March will be in May 2025. Please note that fees for engagements starting in May 2025 will be higher. To learn more about services and pricing, please see this page: Quiet Wealth Services