Free Intro Session
One hour. Your whole picture. Clear next steps.
The intro session is free. We learn about your context, share what we’d do, and leave you with at least one useful next step, even if we never end up working together.
We Cover
- Where you are, income, savings, investments, and goals
- What’s connected and what isn’t, tax planning, insurance, estate
- One or two next steps, written down, whether or not we work together
1 hour
Length
1:1
Format
Free
Cost
Common Questions
What you might be wondering before you sign up.
Is the intro session really free?
Yes. No fee. No commitment. If we’re not the right fit, we’ll tell you on the call and try to point you somewhere better.
Do I need a minimum amount of assets?
No. We plan around your life, not an account minimum.
Do you sell products or earn commissions?
No. We are fee-only fiduciaries. The plan is the deliverable.
Can my partner or spouse join?
Yes. Planning works best with everyone who shares the picture at the table.
What does the engagement cover?
Savings, investments, tax planning, debt, insurance, retirement, and estate, coordinated as one plan.
Do you prepare my tax return?
No. We do tax planning, not tax preparation, and we coordinate with your CPA or preparer so the plan and the return line up.
What happens after the intro session?
If there’s a fit, we design the engagement around your situation. If not, we’ll be honest about that on the call.