Schedule a Meeting
Select the meeting type that best fits your needs. Our goal is to make every interaction valuable, focused, and respectful of your time.
Introductory Call
Start here. This is a no-obligation conversation to determine if we are the right partners for your financial journey.
Discovery Session
The Deep Dive. In this working session, we move beyond the spreadsheet to understand the 'why' behind your wealth.
Plan Delivery & Strategy
Technical Review and Logic Validation. We present the comprehensive financial plan and actionable recommendations. This session is designed to review the quantitative data and the specific reasoning behind each strategy.
Implementation & Onboarding
Administrative Execution. We move from strategy to system setup. This session focuses on the mechanical requirements of opening accounts and initiating asset transfers.
Quarterly Strategy Review
The Checkpoint. We review your portfolio performance, discuss tax law changes, and recalibrate your plan for the upcoming quarter.
General Inquiry / Collaboration
For strategic partners, professional peers, vendors, or general business inquiries. Please select this option if you don't fit into the categories above.