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FINANCIAL MANAGEMENT STRATEGY SESSION

Let's review your financial questions together.

Schedule a one-hour strategy session with Charlie for $50. We'll discuss your specific situation, answer your questions, and create an actionable plan to move you closer to your financial goals.

Book your 1-hour strategy session

Choose a time that works for you. After booking, you'll receive a secure link to upload any relevant account statements and documents ahead of our meeting so we can make the most of our time together.

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Not sure if a strategy session will help you?

If you'd like to learn more about our services before scheduling a strategy session, send us an email.

We're happy to answer any questions you have about how we work and whether we're a good fit for your needs. Send an email to hello@corianderfg.com.

Frequently Asked Questions

  • We charge a nominal fee for strategy sessions to ensure we're both committed to making the most of our time together. This small investment allows us to review your financial situation ahead of time and come prepared with a plan for the next best steps. Many clients find that the clarity they gain from this single session is worth far more than the cost.

  • This is a one-hour meeting during which we will review the financial information and any statements that you provided ahead of time and discuss an actionable plan to get you closer to your goals. I will answer any questions you have about my process and we’ll conclude this meeting aligned on the next best step for your specific situation.

  • After you book the meeting, you will receive a personalized email with a link to a secure portal to upload your account statements (if applicable) and an email with Coriander’s compliance documents for your records. Come to the meeting with any questions you have about your situation or my process. No such thing as dumb questions!

  • In general our Ongoing Wealth Management clients have at least $1m+ in investible assets. For those with less than $1m+ in investible assets, we will most likely recommend that you engage with us for Financial Planning Strategy services. However, if you’re near $1m in assets or on track to reach it and we’re a good fit, exceptions can be made.