Katelin Kalik, RFC®, CDFA®

Financial Advisor


Not Yet A Client? Get Started Here

Complete our initial meeting questionnaire ending with scheduling a meeting that is convenient for you. This will help us make your meeting a valuable and meaningful experience, addressing your concerns.




Existing Client? Schedule Your Review

Time to schedule your review! We’ve been doing a lot behind the scenes since we last met, and this is our chance to discuss the progress you’re making toward your goals. We will review what we’ve accomplished, and set expectations.




Partner / Business Meeting

Are you one of our business partners or vendors and need to schedule some time with us? We have blocked out time specifically for our important partnerships. Click "Let's Connect" below to select a date and time.