- You’ll receive a calendar invite and confirmation email.

- We will meet by phone. Plan on 30 minutes.

- No documents needed—come as you are.

- Reschedule anytime using the link in the email.

Optional Prep (completely optional)

• Jot down your rough annual spend.
• Ballpark savings across 401(k)/IRA/taxable.
• Target Retirement Date.

Questions before we talk? Call 650-458-0312

We look forward to speaking with you.