Are you ready to discuss your situation in greater detail? Great...to avoid the back and forth emails of "which day and time works best for you", please choose a time that works well for you. This meeting is not a commitment to work with Disciplined Money. Instead, it is a chance to share your situation and our approach. If we both agree that working together makes sense, we'll talk about next steps. Remember...we are a Fee-Only RIA. No commissions...EVER.

I find many people want to ask a couple of questions BEFORE committing the time to actually meet with us. If you have a question or want to briefly talk about your situation before scheduling a meeting...great! Simply choose a day/time that works best for you. If you aren't finding a time that works, please call me directly. I can often shift a project or meeting.

Rather than go back and forth with "What Days and Times Work For You." Please schedule from the time slots available. If you need to meet with me sooner than what is available on the calendar or you are having problems finding a time that works, please call me at 602-734-5123. I can likely move a project or meeting.

Rather than listen to my voicemail and then I listen to your voicemail, please pick a time that works for you. I will assume you will call me at the requested time unless I hear otherwise. 602-734-5123. Of course, if urgent, please call now rather than waiting to schedule.