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SCHEDULE YOUR
DISCOVERY CALL
Take the first step toward understanding your financial goals. Schedule a complimentary 30-minute discovery call with our experienced team.
Or submit a meeting request form and we will follow up to coordinate a time.
BOOK YOUR APPOINTMENT
Schedule Your Discovery Call
Choose a convenient time for your 30-minute discovery call. We'll discuss your financial goals and how we might be able to help.
All times shown in US Eastern Time (ET)
1. Select a Date
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2. Choose a Time
Select a Date
Please choose a date from the calendar to see available time slots.
3. Enter Your Information
WHY SCHEDULE A CALL
Benefits of a Discovery Call
Quick & Convenient
Just 30 minutes of your time to explore your financial goals and see if we're a good fit to work together.
No Obligation
This is an opportunity to get acquainted. There's no pressure or commitment required.
Get to Know Us
Learn about our approach, ask questions, and discover how we help clients achieve financial success.
YOUR CALL EXPERIENCE
What to Expect
1
Brief Introduction
We'll introduce ourselves and learn about your current financial situation and goals in a relaxed conversation.
2
Explore Fit
We'll discuss our approach and services to see if there's a mutual fit for a working relationship.
3
Next Steps
If we're a good match, we'll discuss next steps. If not, we may be able to point you in the right direction.
HOW WE CONNECT
Call Format
Phone Call
An advisor will call you at the number you provide to begin your discovery conversation.
Video Call
Prefer to meet by video? Just let us know, we'll confirm and send you a link for a virtual appointment.
COMMON QUESTIONS
Frequently Asked Questions
How long is the discovery call?
Discovery calls are scheduled for 30 minutes. This gives us enough time to get acquainted and determine if there's a good fit.
What should I prepare for the call?
No preparation needed! Just come ready to share your financial goals and ask any questions you have about our services.
Is there any cost for the discovery call?
No, the discovery call is completely complimentary. It's our way of getting to know each other before any commitment.
What happens after the discovery call?
If we're a good fit, we'll schedule a more detailed consultation. If not, there's no obligation and we may provide helpful referrals.
June 2026
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Availability Information
Available dates: Jun 17 - Jul 6, 2026
Weekends and federal holidays are not available for scheduling.