⏰ Study Hall Sessions to Help You Make Progress
Sometimes the hardest part of financial planning isn’t making a plan—it’s finding the time to actually implement it.
That’s why I’m introducing something new: Study Hall sessions. These are small-group Zoom calls (limited to five participants) where we each show up with one task we want to get done—rolling over a 401(k), listing out expenses, setting up a cash flow system, starting an insurance application, or reviewing estate planning documents.
You’ll have dedicated time, structure, and accountability—plus I’ll be there live to answer light questions and help keep us focused. It’s not a one-on-one meeting (those are still very much available), but it is a way to carve out real time to finally get things crossed off your list ✅.