Free Consultation

Let’s get to know one another and see if we’re a good fit together. We’ll talk about your goals and what circumstances are keeping you from reaching them.

Fill out this form and I’ll email you within 24 hours to schedule our 60-minute in person (in the greater Lansing, MI area) or Zoom session.

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Legal First and Last Name, "Preferred Name" (if any), Age
Legal First and Last Name, "Preferred Name" (if any), Age
Have you been through FPU?
Street Number and Name, City, State, Zip Code
Ok to text?
Do you have an irregular income?
Do you use a monthly budget?
Do you have an emergency Fund?
Are you currently investing for retirement?
Do you contribute to non-retirement savings?
Housing: Do you rent or own?
Are your payments current?
Do you have any vehicle loans?
Are you current on your payments?