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Schedule Your Free Introductory Meeting

Ready to explore your financial future? Book a complimentary in-person or online meeting with Kurt using the calendar below. If you don't see a time that fits your schedule, simply call Kurt, and he'll gladly accommodate you.

Once you've scheduled, Kurt will reach out with details for your first meeting. This is your chance to ask any questions about financial planning, our approach, and how we can help you achieve your goals. It's all about ensuring we're the right financial planner for you.