Upward Personal Finance offers a no-cost, no-obligation introductory consultation to explore your financial situation and goals. This meeting takes approximately 30 minutes. We have flexible business hours and can meet at your home, office, or other agreeable location. We also do Google Hangouts or Skype meetings if that's easiest for you.


A few things to consider before we meet: If you are in a partnership, we require you both to attend. Come prepared to discuss what you want to accomplish in order of priority. Be able to discuss the areas in which you need the most help and if you have an impending time restraint for completing your goal.