Let’s talk.
The first step in our process is a brief phone call to learn more about you, the questions on your mind, and to make sure we would be a good fit for your needs. If we’re not the right fit, we’ll offer any help we can and can connect you with other firms that would be a better fit.
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- 1
You pick a time
The call runs about 15–30 minutes and is by phone — we’ll call you at your scheduled time.
- 2
You get a confirmation right away
A calendar invite arrives in your inbox with the details, plus a link to reschedule if something comes up.
- 3
We have a conversation, not a sales pitch
We ask questions, listen, and tell you honestly whether we can help.
A few quick answers
Is there a cost to talk?
No. The first conversation costs nothing and comes with no obligation.
How long is the first meeting?
About 15–30 minutes. It’s a short introductory call by phone to hear what’s on your mind and see whether we’re a good mutual fit.
Do I need to bring anything?
It helps to have a general sense of your account balances, but nothing formal is required for a first conversation. We’ll tell you what’s useful to gather once we know what you want to cover.