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No. It is a genuine conversation to find out whether what we do matches what you need. If it does not, we will tell you honestly. There is no script and no pressure.

Nothing at all. You do not need statements, spreadsheets, or a list of questions. Just show up and tell us where you are at. That is enough to have a useful conversation.

We will ask about your situation, your timeline, and what is on your mind about retirement. You can ask us anything about how we work. By the end of the 30 minutes you will have a clear sense of whether we are the right fit.

If we both feel like there is a potential fit, we will outline what next steps look like and give you time to think it over. There is no pressure to decide on the call.

Yes, if you have any uncertainty about whether your current plan is handling taxes, income, and inflation correctly. A second opinion costs you 30 minutes and could be worth significantly more. We are happy to give you an honest assessment even if you decide to stay where you are.

Most clients pay a 1% annual fee on the assets we manage, billed monthly. That fee decreases as your accounts grow. No commissions, no hidden fees, no product sales. We are happy to walk through the specifics on the call.