This first call is a 45-minute conversation. You’ll share what’s on your mind, I’ll explain how I work, and we’ll both decide if it makes sense to continue.
No pitch, no pressure, no obligation.
Let’s see if we’re a good fit.
What to expect on the call
1
We start with you
We'll start with what brought you here — not just the financial details, but what's actually going on in your life. What's changed, what's weighing on you, and why this felt like the right time to finally have this conversation. From there we'll naturally work into your situation: your work, your timeline, the accounts and assets you have, and anything else that helps me understand the full picture. I won't ask for exact dollar amounts unless you want to share them.
2
Ask anything you like
The rest of the call is yours. Ask me anything — how I work with clients, what the planning process looks like, how I charge, whether I think I can actually help you. My goal is simple: by the end of our time together, you should have every piece of information you need to make a decision.
3
We decide together
At the end of the call, we'll both share where we're at. If I think we're a good fit, you won't need to decide on the spot — I'll send a same-day follow-up summarizing what we discussed, what working together would cost, and how to get started when you're ready. And if I’m not the right advisor for your situation, I'll tell you that honestly and do my best to point you in a better direction.