Financial planning
Free discovery call
A no-obligation conversation about your goals and whether we are the right fit.
We will ask about where you are today, what you want your money to do, and explain exactly how we work and what we charge. No sales pitch.
- Duration
- 30 minutes
- Price
- $0.00
- Location
- Fairway Advisory
- Team
- 2 providers available
Available staff
Rachel Whitmore, CFP®
Mon–Thu · 9:00 AM–5:30 PM
Jonah Alvarez, CPA
Tue–Fri · 9:00 AM–5:30 PM