Ready to connect?
Great! Select a time below for us to meet. During this meeting we'll get to know each other and see whether working together makes sense. If there's a good fit, we'll talk about next steps. There's nothing to buy or sign in this first meeting.
The calendar is hosted by Calendly. If it does not load, open it in a new tab or email [email protected].
How the process works
Before
No documents needed
This meeting is a conversation, so there is nothing to send and nothing to fill in. It does help to have a few numbers ready to talk through: your income, roughly what you spend, and what your investment accounts add up to.
During
Where you are, where you're going
We'll talk about what's most important to you, what you want out of a relationship with a financial advisor, and what you want your retirement to look like.
After
The best next step
If there's a good mutual fit, we'll send a proposal outlining what we observed and where we see opportunities to help you reach your goals. If we're not the best fit, we'll point you to the resources we think will help you most.
Rather not use a calendar?
Email or call, and Jacob will find a time with you directly.