Three Ways To Connect

Ask A Question

Sometimes, you simply want to stop by and and ask a question. No problem! Fill out the form and I’ll be in touch.

A mirror with a red question mark painted on it, hanging against a black background.

Schedule a Free Consultation

No obligations or commitments - just answers.

Omen Quelvog sitting with clients talking to them about their values, goals, and financial future.

Meeting on the internet can be awkward, but it doesn’t have to be. During this meeting, we’ll get a chance to know each other, to ask questions, and determine the ways I can best serve you.

Explore the Client Portal

No obligations or commitments - just experience what 1:1 financial planning is like!

Create an account and enter your information on the secure Formynder Wealth Management Client Portal.

Once I review your information, I will reach out to schedule an Objective Overview meeting to discuss your unique situation and how I can best serve you.

Financial dashboard showing probability of success at 93%, net worth of $1.3 million, 15% effective federal tax rate, current asset allocation in U.S. equities, international equities, emerging markets, and other categories. Asset simulation graph and a balance sheet with bank, investments, real estate, insurance, and other assets listed.