Let’s get started.
Send us a note and we will be in touch within one business day. The first conversation is thirty minutes, no obligation, and about whether we are the right fit for your situation.
Thirty minutes. No pressure.
Fill out the short form and pick a time that works for you. You will receive a confirmation email with details for the call. We answer our own phones, so if you would rather talk first, call (916) 520-6420.
We reply within one business day. Your details are never sold or shared.
Four steps, no pressure.
Book your intro call.
Fill out the short form, then pick a time that works for you. You will receive a confirmation email with details for the call.
The intro call.
We get to know each other. You tell us about your situation. We tell you about the firm. If it feels like there might be a fit, we schedule a longer conversation.
The discovery meeting.
A deeper conversation about your full financial picture, your goals, and what working together could look like. About sixty to ninety minutes, in person if you are local, by video if not.
The decision.
No pressure, no timeline. If we both think it is a fit, we move forward. If not, we part on good terms.
Things people ask before they call.
If your question is not here, ask it on the call. There is no wrong question at this stage.
No. However, we work best with families who have $1 million or more in investable assets and the complexity that comes with it. We occasionally make exceptions for families approaching that threshold quickly, but it is a useful guide.
We are fee-only. Our clients are the only people who pay us. We earn no commissions, sell no products and take no referral fees, so the advice is not shaped by what pays us more. Our fees are described in our Form ADV Part 2A.
Our office is at 341 Lincoln Street in Roseville, California. Most of our clients are in the Sacramento region, and we also work with families in other states by video.
Yes. We coordinate directly with the professionals you already have so the plan, the tax return and the estate documents are built on the same facts. If you do not have them in place, we can introduce you to people we trust.
Then you are not ready, and that is fine. There is no timeline and no follow-up pressure. Many of our clients first spoke with us a year or more before they became clients.
We answer our own phones.
No call trees, no gatekeepers. Reach us however is easiest for you.