Talk to a real person about your money.

You won’t get a call center or a sales script. You’ll get a real person on the phone, a time on the calendar, and a conversation with a CFP® who’ll actually listen before he says a word about what to do.

Here’s what happens after you hit submit.

Within one business day, someone from our office calls or emails you back. Real person, promise. We’ll find a time that works and meet however you’re comfortable — over the phone, by video, or across the table at our Sandusky, Elyria, or Madeira Beach office.

The first meeting is free, and it’s simple: where you are today, where you want to go, and whether we can help you get there. You’ll leave with a clearer picture of your finances whether or not we ever work together. Plenty of people hear “you’re in good shape” and that’s a great meeting.

Rather skip the form? Call us at (866) 626-3990. Alicia usually picks up by the second ring.