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Book a Short Introductory Call

I work with pastors and ministry leaders across the United States through secure virtual meetings.

If you are looking for a financial advisor who understands the unique financial challenges pastors face, including housing allowance coordination, clergy taxes, and retirement planning, you can schedule a short introductory conversation below.

This call is simply an opportunity to learn a little about your situation, answer initial questions, and determine whether working together might make sense.

Most introductory calls take about 15 minutes, although additional time is reserved if helpful.

There is no cost and no obligation for this conversation.

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