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Schedule a private intro
A short conversation to see if we’re a fit and outline the first set of priorities.
What happens
1) Quick context
You share what’s going on and what you want to solve.
2) We outline priorities
We identify the biggest decisions and the first set of next steps.
3) Next step
If it’s a fit, we’ll explain the engagement and what implementation looks like.
What to bring
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Most recent statements (rough is fine)
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Income sources (W2, K1, business, RSUs, pension)
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Any major upcoming decisions (sale, retirement, relocation, inheritance)
Best fit for: owners, executives, families, and retirees who want coordination and clear decisions.
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