A real conversation starts here.
You don’t need a perfect plan to begin. Bring the retirement questions you’ve been meaning to ask.
Start with what’s on your mind.
Medicare. Social Security. Retirement income. Or simply, “Where do I begin?”
Bring your questions.
Choose the topics you want to understand better.
Gather what’s useful.
Your checklist can help organize the conversation. Keep sensitive documents private.
Make space to talk.
Choose a time on Mark’s calendar for your conversation.
Make time for your questions.
Find a time for a 20-minute conversation with Mark. Choose an available appointment on his calendar.
Find a time with Mark (opens in a new tab)Hosted by Mark’s CalendlyA few things you may be wondering.
Do I need to know exactly what to ask?
No. Start with what feels unclear. The retirement checklist can help you organize your priorities before a conversation.
Should I send financial or health information here?
Please do not send account numbers, Social Security numbers, medical records, or sensitive documents through a website form or chat. Ask Mark about a secure way to share anything needed.
Where do I make an appointment?
Choose an available time on Mark’s Calendly page and complete the booking there. If online scheduling is unavailable, contact Mark by phone or email.