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Request an Introduction Call

We work with a limited number of clients so we can give each relationship the attention it deserves. If you're exploring fiduciary, flat-fee advice, we’d love to hear from you.

 

Please complete this short form, and we’ll personally follow up within 1 business day.

This helps us confirm we’re properly registered in your state so we can work with you.

Tell us a bit about what you're hoping to accomplish or why now felt like the right time.

Have you worked with an advisor before?

What We'll Cover Together

Getting to Know You: A discussion about your financial situation,challenges, and goals.

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Get to Know Us: Learn how we work with clients, including our flat-fee structure, investment philosophy, and planning process.

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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.  

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 Ask us anything.

If you have any questions, don’t hesitate to contact us by filling out the form below.

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