A short call built around your situation, not our pitch. We ask a few questions, explain briefly how we work, and if it's a fit, set up time for a full discovery meeting. Not every prospective client is a fit for us, and that's okay.Schedule Introductory Call

Before this meeting, you'll have already completed a short introductory call to see if your situation matches our expertise. We'll request a few documents ahead of time so we can make the most of our conversation. The discovery meeting is where we get perfectly clear on your goals and personal situation, and answer any questions you have.There's no sales pitch in this meeting. The only ask at the end is an invitation to do a no-cost, detailed analysis of your situation. We don't charge for it, because we want you to see exactly what we can do for you before you pay us a dollar in fees or trust us with a penny of your savings.That analysis takes about a week or two. After that, we meet again so we can walk you through our recommendations. We won't rush you into a decision. We'll insist you take time to sit with it before deciding whether to move forward.

Once we've gathered everything we've learned from the introductory call and the discovery meeting, we get to work. We take all of that information, analyze your full situation, and put together a summary of our recommendations.