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).

Please note:

We are accepting new Ongoing Advisory Service clients.
Our April 2024 cohort of Financial Planning Project clients is now full. Our next Financial Planning Project cohort will be start around June 1, 2024. If you are interested in engaging with Quiet Wealth starting in June, please sign up for an initial consultation as soon as possible, because it is likely that June cohort will fill up in the coming weeks.

Initial Consultation (via Video Conference) - 60 minutes

We recommend 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.