Please choose ONE OF THE optionS that work for you

We 100% committed to the calendar, and you, when you schedule a time, so please let us know if you need to make any changes, so we can use our time more effectively.

We understand that time is a very important and limited resource!

45 Min Online (via Zoom)

Almost like in-person but saves time commuting to and from the meeting. Please plan ahead to have uninterrupted time!

45 Mins
Sat, Dec 9, 2023

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Copyright: Congruent Clarity, 2023

The information contained on this website is general in nature and is not legal, tax or financial advice. For information regarding your particular situation, contact an attorney or a tax or financial professional.

Exit Planning is a discipline that typically requires the collaboration of multiple professional advisors. To the extent that if our firm does not have the expertise required on a particular matter, we will always work closely with you to help you gain access to the resources and professional advice that you need.