You may schedule a free 20-minute phone consultation with Ryan Kelly, CFP®, by clicking here.
After the free consultation, Ryan can send you sample copies of the relevant planning documents to help you determine if his services would be a good fit for your objectives.
Note from Ryan: My schedule for free consultations is full from time to time. In an effort to not take on more projects than I can manage, I cap the number of free consultations over any rolling 30-day period. If you don’t see any times available, I encourage you to check back as new times are frequently added to my calendar. You may also consider the other recommended financial advisors listed on the White Coat Investor website.
Should you decide to hire Ryan after the free consultation, he will send you the next steps to begin the project.