Your meeting has been scheduled.
You're All Set.
Thanks so much for scheduling a time to connect with us—we're looking forward to our conversation!
Getting Prepared
What to Expect
This initial call is a relaxed conversation to understand what’s bringing you in, what support you’re looking for, and whether working together feels like a good fit. There’s nothing to prepare—just bring yourself and any questions you’d like to discuss.
Meet Your Financial Planner & Owner
Christopher Marrone, CFP®
I specialize in helping psychologists and mental health professionals feel confident about their finances. Whether you’re employed, in a group practice, or building your own, I provide clear, practical guidance to help you grow.
