Meet with George

Use the following meeting option that best fits your needs.

Become An Investor

Want to learn more about how you can invest with our firm?

Brand Partnership or Speaking Request

Interested in having me speak at your event, on your podcast or show, host a workshop, etc.? Select this option and let’s discuss.

Financial Professional Collaboration

If you are a financial professional and want to discuss a potential collaboration, choose this option and let’s discuss!

Enterprise Partnerships

Book here to discuss an enterprise partnership.

Current Client Advising

General meeting option for those who are current planning clients

Can’t Find What You’re Looking for?

Contact My Executive Assistant


Reach out to [email protected] and let her know what you have in mind and she will get you pointed in the right direction.