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20-Minute 'Ask Anything' Sessions

Client Centered

Life is full - and so is your calendar. Between careers, kids, and the occasional moment to breathe, it’s easy to put financial questions on the back burner. That’s why we offer 20-minute 'Ask Anything' Zoom sessions designed for busy, thoughtful families like yours.

Whether you’re exploring financial planning for the first time, looking for a second set of eyes on your strategy, or simply wanting to talk through a money question that’s been on your mind, this is your chance to connect in a casual, judgment-free setting.

What to expect:

  • An office hours style, drop-in 20-minute Zoom session with CERTIFIED FINANCIAL PLANNER® professional, Rachel Dick
    • You'll start in the waiting room and be brought in for a one-on-one Q&A in the order you joined
  • Space to explore your questions, big or small, without any pressure or expectations
  • A chance to get a feel for our approach and see if we’re a good fit for an ongoing partnership
  • Optional next steps if you’d like to continue the conversation

Who it’s a good fit for:

  • Individuals or couples managing many competing priorities 
  • Families navigating a life transition - career changes, weddings, newborns, or even loss - wondering what comes next
  • People looking to make more intentional, values-aligned financial decisions

Sessions are held every other Tuesday from 12:00 - 1:00 pm EST - *no registration needed*

Upcoming Sessions:

  • March 24th
  • April 7th
  • April 21st
  • May 5th
  • May 19th
  • June 2nd
  • June 16th
Join Now

Click to add to your calendar --> Google, Outlook, Yahoo

🗓️ Not available during these times? Request your own 20-minute session here. 

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