30-Minute Meetings:

This could be a brief introductory phone call or a quick client update or discussion. 

60-Minute Meetings:

This session is designed for at least somewhat detailed discussion of whether you'd like to retain our services as a client. It may likely involve a description of how we do--and present--our work, as well as some discussion of how you're best served. 

90-Minute Meetings:


If you book a phone call, we'll call you (so be sure you leave your phone number!) 

If it's a virtual meeting you will receive a confirmation e-mail with the link to our online meeting room.

Most of the time you'll be speaking with both of us, but if you really want/need specifically Paul or Sean to be at the meeting, you can select that, too!

Financial Planning for Military & Veteran Families