Make the first entry.
Two ways to start: a first conversation with a principal, or — if you would rather begin on paper — a written review of the plan you already hold. Neither costs anything, and neither obligates you to anything.
01 — The First Conversation
What the first entry holds.
The conversation
Forty-five minutes, by video or across the table. Bring questions, not documents — there is nothing to prepare and nothing to sign.
The look-through
If it goes further, we ask for the paper: statements, the latest tax return, any plan you already hold.
The decision
Made in writing, by both sides. If we are not the right fit for your balance sheet, we say so and point you to someone who is.
No pitch · No products · Nothing to sign
02 — The Intake
Open the file.
Three lines is enough. A principal writes the reply — replies within two business days.
Prefer plain email? [email protected] · (800) 555-0164
03 — The Written Plan Review
Begin on paper instead.
Send in the plan you have — ours to read, yours to keep. A principal goes through it line by line and replies in writing within ten business days: what holds, what leaks, and what it is costing you.
No meeting attached, and no follow-up call unless you ask for one. If the plan you hold is sound, the review will say exactly that.
On the ledger
The books are open.