Let’s Meet.
There’s no cost or obligation for an Initial Consultation.
Jennifer Harper, CFP®, CEPA®
Founder & Principal
Jennifer is scheduling Client Review Meetings & Check-in Calls with existing clients and client referrals at this time. If you have been referred to us, please contact Jennifer directly. Thank you!
Justin McCurdy, CFP®
Financial Planner
Justin is scheduling client reviews with existing clients and accepting new clients. Schedule an Initial Consultation, Client Review or Check-In Call below.
Indra Khalsa
Client Service Associate
Indra is scheduling New Client Onboarding Meetings and Check-In Calls.
Contact Us
If you need to contact us directly, please fill out the form below or call (423) 933-2722.
