Contact Us

Thank you for reaching out.

Book a Call

If you’d like to know more about our services - and find out if if we can help you - we invite you to book a 15-minute introductory call with Jenny Logan.

This meeting is designed to help us get acquainted and help you decide if there is a fit for our services.

At the end of this meeting, we can schedule another complimentary meeting – a longer, exploratory meeting to gather specific information about your financial situation and to better understand your risk tolerance and your goals and priorities.

Book a Call

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Other ways to get in touch

Send a Referral

If you’d like to send us a referral (and receive a $200 referral fee if the referral results in a new client), click here.

Invite Jenny to Speak

We welcome all invitations to speak at meetings or participate in podcasts. Click here.

General Inquiries

To ask a question or make a request, click here and we’ll get back to you.

Get Directions

Need help in getting to our office?

Click here for directions.

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