Design preview · Draft content for review · Booking and messaging are not connected

Start with a conversation.

Whether you have a question or would like to reconnect, this is the place to start.

Book an appointment

Choose your topics, preferred meeting format and duration.

What would you like to discuss?

Select all that apply.

A brief outline is enough. Please leave out account numbers and sensitive financial information.

Online scheduling is not connected in this preview.

Your selections and notes are not sent or saved. No appointment is booked.

Send a message

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Message details

Before we
speak.

A few answers to help you get started.

Is there a fee for an appointment?

All appointments are free, including follow-up meetings. Choose a meeting length of 15, 30, 45, 60 or 90 minutes. Any fees for ongoing advice or services will be discussed before you decide how to proceed.

What should I bring to the first conversation?

Start with your goals, your questions and a broad outline of your situation. Mark can explain any next steps for sharing information.

Can we meet remotely?

Virtual, phone and in-person meetings are included in the proposed appointment options. The booking service and available meeting arrangements will be confirmed before launch.

I am already a client. How can I reconnect?

Use the direct contact details on this page to reach Mark. The phone number is shown from his public profile; the new business email and office details are still being confirmed for this preview.