Meet & Confer

A free 30 minutes to talk through your finances

Start making informed financial decisions. In about 30 minutes we’ll discuss your financial goals, challenges, and opportunities — and answer the questions on your mind.

I’m not taking new clients right now — but I can still help

I’m at capacity for new ongoing clients at the moment. That said, the free 30-minute Meet & Confer is still open — and it’s the right starting point for any of these:

Get your questions answered

No sales pitch — just a straight conversation about whatever’s on your mind financially.

Join the waitlist

I’ll reach out as soon as I have room for new ongoing clients.

Get referred to another advisor

If your timeline can’t wait, I’m happy to point you toward another advisor who’s a good fit.

Pick a time that works for you

All three start the same way — with this conversation. Grab whichever time suits you below, and we’ll sort out which direction makes sense once we talk.

Rather not use the booking calendar? Email LJ@developingfinancial.com or call (619) 432-7013 and we’ll find a time that works.

Advisory services offered through Developing Financial LLC, an investment adviser registered in states where registered or exempt from registration. Advisory services are only offered to clients or prospective clients where Developing Financial LLC and its representatives are properly registered or exempt from registration.

The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.

The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.