The first meeting is free and mutual - we are both deciding whether this is a fit. Nothing here is a recommendation to buy or sell anything.
Initial conversation
A free, no-obligation meeting to talk through your goals, time horizon and genuine risk tolerance - not a questionnaire score.
45 min, free - Free
Full plan review
For existing clients: retirement projections against real spending, savings rate, and a check on whether the plan still fits your life.
60 min - Included for clients
Tax-coordination check-in
A seasonal meeting to coordinate account placement and timing with your own CPA - we do not file taxes ourselves.
30 min - Included for clients
Downturn check-in
A standing-offer conversation when markets drop and the plan feels harder to trust. This is often where an advisor earns their fee.