Meet with Terri and Mark

Choose which type of meeting you would prefer.

15-Minute Discovery Meeting

This meeting is intended for:

Intro Chat, Q&A's and Quick Check-Ins

Zoom Call

Phone Call

30-Minute Discovery Meeting

This meeting is intended for:

Financial Session, Discussion, and Meet & Greet

Zoom Call

Phone Call

60-Minute Discovery Meeting

This meeting is available by invitation only

and is intended for: Personal Meetings and Financial Reviews

Zoom Call