Book a 30-minute call with Kevin
Tell Kevin what you need help deciding and any deadlines.
What Kevin will ask you
- Why are you looking for a planner?
- What decision matters most?
- Is there a deadline?
- What have you tried?
- What would make planning worthwhile?
What you can ask Kevin
- Do you help people in situations like mine?
- What's included, and what does it cost?
- What will I receive?
- How long does it take?
- Do I need to move my investments?
- Who does the planning work?
What this call is, and isn't
Kevin will tell you whether our planning service fits your needs.
If it fits, the next step is a separate discovery meeting of about 60 minutes, with no fee. You decide whether to hire us after that.
This call doesn't include financial reviews or investment recommendations.
You don't need
- Payment.
- A commitment.
- Documents.
- Account transfers.
- All the answers.
- A list of planning topics.
Schedule Your Initial Call
30 minutes, by phone or video. No fee, no obligation, and nothing to prepare. Already a client? Schedule your meeting on the Meetings for Current Clients page.