WITHIN 1 DAY
A human replies
Sofia or a member of the client team confirms your note and proposes two or three call times.
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Let's talk about where you're headed.
A free 30-minute call, in person or by video. Tell us a little about your situation and we'll reply within one business day.
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What Happens Next
No black hole. Here's the sequence.
WITHIN 1 WEEK
The free call
Thirty minutes with an advisor. Your situation, your options, and honest guidance on fit.
WITHIN 30 DAYS
Your written plan
If we proceed, your full plan lands within a month — then reviews twice a year, every year.
Before you ask…
Is the first call really free?
Yes — thirty minutes, no card, no obligation. If we're not the right firm, we'll say so and point you somewhere better.
Can we meet by video?
Absolutely. Most of our 480+ households meet us over video, including evening slots for working couples.
What should I bring to the first call?
Nothing formal — your goals, your timeline, and rough numbers off the top of your head. Document gathering comes later, and we make it painless.