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).

WAIT LIST STATUS AS OF AUGUST 1, 2026

Ongoing Advisory Engagements: Due to significant recent demand, the earliest that new Ongoing Advisory clients will be able to start onboarding is November 1, 2026.
Financial Planning Project Engagements: Due to significant recent demand and a large backlog of incoming Financial Planning Project clients, QUIET WEALTH IS CURRENTLY NOT ACCEPTING NEW FINANCIAL PLANNING PROJECT CLIENTS, EVEN ON A WAIT-LIST BASIS. Quiet Wealth hopes to re-open the wait-list in early 2027 for a Spring 2027 onboarding.
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

Initial Consultation (via Video Conference) - 60 minutes

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.