A—70 30-Minute Introduction Call
Let's start with a conversation.
If you're wondering whether I can help, the easiest place to start is a conversation.
During our 30-Minute Introduction Call, I'll learn a little about where you are, what you're trying to accomplish, and what prompted you to reach out. I'll also explain how I work, and we can determine whether taking another step together makes sense.
There's no obligation to proceed.
What it is
- A 30-minute conversation, by video, phone or in person
- A chance to tell me where you are and what you're trying to accomplish
- An explanation of how I work and what a next step would involve
- Straight answers to the questions you have been carrying
- A shared decision about whether to take another step together
What it is not
- A sales presentation, or a product recommendation
- A commitment to move any of your accounts
- Individual financial advice — that requires a documented relationship
- A meeting where you need to have your paperwork in order first
- Anything you cannot end politely after twenty minutes
A—71 Pick a time
Book an Introduction Call
My calendar is open. Choose a 30-minute slot that suits you and you'll get a confirmation straight away.
Or write to me first
Rather tell me a little before we speak?
Send this instead and you'll hear back within one business day with times that work. Every field except the last is optional if you'd rather keep it brief.
You have already done the hard part: earning and saving. Now make sure the right structure is built around it.
If you're not ready to speak to anyone yet, that's completely reasonable. Read the system, take the Self-Check, use the free tools. The material is there whether or not you ever book anything.