If you book a phone call, we'll call you, please be sure you leave the phone number that you would like us to call.

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

If you are in the Virginia Beach area, you have the option to see us in person by selecting an office visit.

What's Next?

Once your appointment is scheduled, you will be redirected to our introduction survey page. Please take a couple of minutes to fill out the form. This will help our advisor prepare for your consultation.

Financial Planning for Military & Veteran Families