Schedule a Confidential Consultation
Schedule a 30-minute call with Carson McLean, CFP® to review your current fees, planning strategy, and how a flat fee model can optimize your wealth.
What We’ll Cover on the Call
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What you’re paying now — and what you’re getting for it
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Your personal financial goals and priorities
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How your current setup aligns—or conflicts—with your long-term objectives
You’ll walk away with a clear understanding of your advisor costs, your strategy’s strengths and gaps, and whether a flat-fee fiduciary model better supports your goals.
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What We'll Cover Together
Getting to Know You: A discussion about your financial situation,challenges, and goals.
Get to Know Us: Learn how we work with clients, including our flat-fee structure, investment philosophy, and planning process.
Next Steps: If we both feel we're a fit, we’ll set a second deeper discovery discussion to better understand your needs and identify where we can add the most value.
