General | 65 Plus Advisory

Hello!

I look forward to getting acquainted! Please schedule your initial consultation so we can review your specific situation, needs, and goals.

After our first call, we can discuss any additional time or support you may need for end-to-end guidance. Please take a moment to complete the form below. Once you share a few dates and times that work best for you, I will send a calendar invite along with a payment link ($99 for a 30-minute video or phone consultation).

I look forward to supporting you through your retirement transition.

Best Regards, Trish

Please tell us who this appointment if for

You (and your spouse's) first name

You (and your spouse's) last name

Phone

Please let me know if you prefer a phone or video consultation.

Please share a few dates and times that work best for your schedule, and I will do my best to accommodate your schedule.

Is there anything you would like me to know before we speak?

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