Let's have a conversation

We'll spend 30 minutes talking about your situation — your goals, your concerns, your timeline. We'll ask questions and listen. At the end, we'll tell you whether we can help and what the next steps would look like. No obligation whatsoever.

No. Just come with your questions. If you want to get the most out of the call, think about your biggest financial concern and what you'd like to achieve in the next 5–10 years. But honestly, even "I'm not sure where to start" is a perfectly good starting point.

Our Foundation tier starts at $250,000 in investable assets. If you're below that, we're happy to point you toward great resources and advisors who specialize in earlier-stage planning.

Your choice. We meet clients by phone, video call, or in person at our Cincinnati office. Many of our clients are in other states and work with us entirely by video — the experience is the same.

No. We're a fee-only firm — we don't sell financial products. The call is genuinely about understanding your situation. If we're not the right fit, we'll say so directly.