Get in touch
One free hour. No numbers required.
Bring the situation, not the spreadsheets. Her first question is what you would be doing if money weren’t the issue — and that is a genuinely easier conversation to start than the other one.
Book it directly
Pick a time on her calendar
The same booking page her current site uses — a free, one-hour financial planning consultation. Opens on Calendly.
Or send a note
If you do not match her published client profile, get in touch anyway. Her policy, verbatim: “We gladly accept referrals from our clients for their family, friends, and colleagues — regardless of present financial position.”
The full profile is here if you would rather check first.