The first meeting
One hour. Free. Here's what happens.
No form to fill out first, and no presentation to sit through. You talk, we listen, and a one-page summary follows within a week.
- One hour
- Free
- On the isthmus or by video
The hour, in three parts
1. We listen.
You tell us what's on your mind. There's no form to fill out first, and no presentation to sit through. If you're not sure where to start, start with whatever you worry about most.
2. We ask about your goals.
What you'd like your money to do for you and your family, in your words, not ours. Retiring at a certain age, helping a child through school, stepping away from a business, simply knowing where things stand. All of those are good answers.
3. Within a week, a one-page summary.
What we heard, what we'd look at first, and what working together would involve. One page, plain words, yours to keep whether or not we work together.
Where and when
At our office on the isthmus
410 Lakeview Terrace, Suite 200, Madison, Wisconsin. On the isthmus, between Mendota and Monona.
By video, from wherever you are
Your kitchen table, your break room, your porch. We'll send you the link before we meet.
When
Monday to Friday, 8:30 a.m. to 5:00 p.m. Evenings by appointment, for anyone whose day doesn't end at five. Just ask when you book.
What to bring
Nothing is required. If they're handy: recent account statements, last year's tax return, and any questions you've been saving up.
Each kind of client tends to bring something different:
What it isn't
It isn't a sales meeting. We're fee-only, so there's nothing to sell you. And if we're not the right fit, we'll tell you so.
After the hour
If you'd like to keep going, planning starts at a flat $4,800 a year.
Start with one free hour.
One hour, free, at our office on the isthmus or by video. We listen, ask about your goals, and send you a one-page summary within a week.
Weekdays 8:30 to 5:00 · Evenings by appointment