ready to look at what's possible?

Book a Complimentary "Get Acquainted" Meeting

Using the form below, schedule your free, 30-minute in-person or virtual meeting with financial planner and founder, Mary Macdonald.

In this meeting, Mary will answer your initial questions and help you identify your ideal path forward for your financial planning and goals.

What can I expect from our "Get Acquainted" meeting?

This first meeting together is an opportunity to learn about each other - what you are trying to accomplish with your finances and how our business is structured to help you.  We'll work together to identify which of our services is right for you and provide you with an estimate for investment in those services.

Remember, as fee-only - we do not accept sales commissions. Rather, we charge only for our services on an hourly, as-needed basis, or project basis. If we mutually determine that we have a good fit and if you choose to use our services, we'll provide a list of additional information needed to get started on your financial plan.

Both parties will also sign a Client Service Agreement for the services to be provided before moving forward. Sign-up above to start the conversation - we can't wait to meet with you!



Contact us
(919)797-9343 •

Financial planning should be as personal as you are.