Intro call
Understand our process before deciding.
During the 30-minute intro call, we introduce ourselves, explain how we work, disclose our compensation and insurer relationships, and discuss basic financial concepts. If time allows and you would like to continue, we can begin or complete fact-finding for your needs analysis during the same call. Otherwise, we book a separate meeting to gather the information. Once we have the information needed, we review it before presenting our findings and any recommendations or quotes at a follow-up meeting. You decide whether to proceed.
Book now
Request an intro call.
Send a request. An appointment is confirmed only when you receive a confirmation.
What it is
An introduction to how we work.
We explain the scope of the review and the information needed. Legal, tax or pension questions may require a qualified specialist.
We introduce ourselves, explain how we work, make our disclosures and discuss basic financial concepts.
If time allows and you want to continue, we can begin or complete fact-finding during the intro call. Otherwise, we book a needs-analysis meeting.
After reviewing the information, we present our findings and any recommendations or quotes at a follow-up meeting.
If time allows and you want to continue, we can begin or complete fact-finding during the intro call. Otherwise, we book a needs-analysis meeting.
After reviewing the information, we present our findings and any recommendations or quotes at a follow-up meeting.
FAQ
Common questions about the intro call.
What to know before requesting a conversation.
Is there an obligation to buy?
The first conversation carries no obligation to buy. We explain compensation and insurer relationships before proceeding. Any recommendation follows a needs analysis, and you decide whether to proceed.
Do I need to prepare anything?
You do not need detailed documents for the introductory discussion. If you would like to begin fact-finding and time allows, we can start with the information you have. We will explain what else is needed and arrange another meeting if necessary.
How long does it take?
The intro call is booked for 30 minutes. If time allows and you want to proceed, we can begin or complete fact-finding during that call. If more time is needed, we book a needs-analysis meeting. Recommendations are discussed at a follow-up after we review the information.
Ready?
Start with an intro call.
Understand the process and decide whether to proceed.