Schedule Your Complimentary Consultation
Speak with a fee-only fiduciary advisor about investments, retirement, or small-business plans. No pressure—just clarity.
What You'll Get in 30–60 Minutes
Clarity on Your Priorities
We start by listening—goals, concerns, and what “success” looks like for you.
Initial, Actionable Ideas
High-level guidance on investments, retirement income, taxes, or a 401(k) approach.
Fiduciary Perspective
Fee-only, conflict-minimized, and focused solely on your best interests.
Pick a Time That Works for You
Choose a 30–60 minute slot. Virtual or phone—your choice.
- ✅ No cost, no obligation
- ✅ Video or phone meeting
- ✅ Individuals, families, & small businesses
Frequently Asked Questions
Is the consultation really free?
Yes. It’s a complimentary, no-obligation conversation to see if we’re a fit.
Do you work with clients outside Virginia?
Absolutely. We serve clients nationwide via secure video.
What should I prepare?
A rough list of goals, questions, and any statements you want to discuss. No formal prep required.
Are you fee-only fiduciaries?
Yes. We are fiduciaries and fee-only—our compensation comes only from clients.
Ready to Get Started?
Book a time now or reach out with a quick question—we’re here to help.