Schedule an Intro Call

When it comes to your money, it’s important to know and trust who you’re working with.
We look forward to meeting you.

Before you schedule:

There is no fee for your intro call.

We work primarily with diligent savers approaching retirement, and widows at any age.

We work best with individuals or couples with $500,000 or more in investable assets.

We primarily meet remotely by Zoom for the duration of our working relationship.

We take a team approach - with few exceptions, you’ll have two advisors on all meetings (including your intro call.)

After you schedule an intro call:

  1. You’ll receive a calendar invitation that includes a Zoom link to join our meeting.

  2. About a week before we meet, we’ll send you a short intake form, so that we can best prepare for our conversation.

  3. You don’t have to make a final decision by the end our call. We encourage you take the time you need to decide.

  4. If we aren’t a good fit, we’ll refer you to someone who is.