Let's talk next steps

Take control of your financial future.

Thirty minutes, no cost, no pitch. We'll tell you what we see and whether it's worth going further, including when the honest answer is that you don't need us.

Start a conversation

Tell us roughly what's on your mind and we'll get back to you within one business day.

Office

3000 Galleria Cir, Suite 750
Hoover, AL 35244

Please don't include account numbers, Social Security numbers, or other sensitive personal information in this form. We'll gather what's needed securely once we've spoken.

Before you call

Answers to the questions people ask first.

Is the first meeting really free?

Yes, and it's a conversation rather than a presentation. We're trying to find out whether there's a problem worth solving. Sometimes there isn't.

Do I need to bring documents?

Not for the first conversation. If we move forward, we'll send a short list of what to gather.

How are you paid?

Depending on the service, through advisory fees, planning fees, or commissions on products. We'll tell you which applies to any recommendation before you act on it, asked or not.

Do you have a minimum?

Our planning work is built for households with enough complexity to justify it. If your situation is simpler than that, we'll say so on the first call rather than the fifth.

Can I come to something social before I commit to anything?

Please do. A lot of people meet us that way. Ask and we'll tell you what's next on the calendar. There's no presentation, and no follow-up unless you want one.

Can you work with my existing CPA and attorney?

We'd prefer to. Coordination is the whole point. We're not trying to replace advisors you already trust.