Get Clear on Your Next Financial Move
In 20 Minutes
Why Book?
Personal Priorities First
Align your money with what matters most - before we discuss numbers.
Action-Ready Takeaways
Walk away with one or two “quick wins” you can implement immediately.
No Sales Pitch
You’ll never feel pressured. If we’re not the right fit, we’ll say so - promise.
Ready to get started?
What Happens on the Call?
Define Your Goals
Tell us what keeps you up at night - and what excites you | ≈5 minutes
Quick-Look Analysis
We flag gaps or opportunities in tax strategy, investments, or risk. | ≈10 minutes
Next-Step Roadmap
You leave with clear options. If a deeper engagement makes sense, we’ll outline that; if not, you still get value. | ≈5 minutes
Pick the Time that Works For you
Is the Clarity Call really free?
Yes. We're here to answer your questions. No strings attached.
Will you try to sell me products?
No. We’re fee-only fiduciaries; we sell advice, not products.
Do I need to prepare anything?
Just have a rough idea of your questions. If statements would help, we’ll let you know after scheduling.
Can my spouse join?
Absolutely - in fact, we encourage it! If you're going to retire together, you should plan for retirement together. Just