Please Select A Date And Time Below To Speak With David Or Somebody From Our Team

We get quite a few applications PER day. Please only schedule a time that you are 100% able to attend. If you need to reschedule please do so with the reminder links sent to your email. We respect your time and expect the same from you.

The intention of our conversation is for us to determine together whether or not Project 104 is a good match to help you achieve your financial goals.

Please make sure you take the call when you are not driving or otherwise distracted or occupied with other matters. We will only have about 30 minutes together on the call, and so I want to make our time as valuable as possible.

What do you need for this call? Please make sure you have an account created for each platform listed below. Most are free but some are paid. // // // 👈 Accounts on these platforms are non-negotiable and must be set up prior to our initial onboarding call.