Schedule a Free Intro Call

‼️ 👉 We are currently at client capacity and are generally paused from taking new clients.

Please do not schedule unless you fit one of the following, for which we may make an exception:

1) you were referred to us by an existing client,

2) you're a past client wanting to return to services,

3) you know Justin or were otherwise directly invited to schedule an Intro Call.

Note that we have enough people on our waiting list for Ongoing Services that we generally aren't doing one-time services any longer (Power Hour, Student Loan Plan, One-Time Financial Plans).

However, if you are struggling to find a financial planner and think we could be a good match for you, you may schedule so you can get on our waiting list. Or, we'll try to refer you to somewhere that could work.

IMPORTANT DETAILS:

After you schedule your Intro Call, you'll be sent an automated email with some information about our pricing and services. Please review that if you can, as it will help our conversation go much better.

On the Intro Call, we can go as short as 15 min if that's all you need, but we set aside 30-45 min just to be sure we can fully discuss things as needed..