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).
WAITLIST STATUS AS OF OCTOBER 26, 2025
Ongoing Advisory Engagements: The earliest that new clients will be able to start onboarding is December 1, 2025
Financial Planning Project Engagements: The earliest that new clients will be able to start onboarding is February 1, 2026.
You are encouraged to book an initial consultation as soon as possible to determine whether you would be interested in engaging with Quiet Wealth.
To learn more about services and pricing, please see this page: Quiet Wealth Services
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.