Book an intro meeting
Let's start with a conversation
There's no cost and no obligation. During this intro call we'll take some time to understand your current concerns, your goals, and where your finances stand today - and from there we'll tell you honestly whether we're the right fit.
Meet over Zoom
Book a Zoom intro call
Book online, anywhere.
Pick a time that works for you and we'll send a Zoom link. It's the easiest way to get started, wherever you are in the country. Plan for about 45 minutes.
- - Choose your own time slot
- - Instant confirmation by email
- - Nothing to prepare or bring
Meet in person
Visit us in Clearwater.
Prefer to sit down with us face to face? We'd love that. Give the office a call and we'll find a time for you to come in.
- - Sit down with Chuck or Brian
- - Our office in Clearwater, Florida
- - Weekday appointments available
Call the office
(727) 223-8400The intro call
What we'll talk about.
A relaxed first conversation - no documents required. We mostly listen.
01 Your current concernsWhat's prompting the call, and what's been keeping you up at night.
02 Your goalsWhere you'd like to be - retirement, family, and everything in between.
03 Your financial situationA high-level look at where things stand today, so we can see how we might help.
Ready when you are.
Book a Zoom call in a couple of clicks, or call the office to meet us in Clearwater.
Book a Zoom intro call or call (727) 223-8400 for the office