Let's Talk
A 45-minute call to figure out if we're the right fit for you.
What Happens
We start with one question: what’s going on in your life, and how can we help?
From there, we cover your goals, your psychological relationship with market risk, and any major transitions in the picture. We talk through our three strategies — Growth, Income, and Diversification — and how we’d blend them for your situation. We cover fees, what it means to work with a fiduciary, and whether there’s a genuine fit.
No pitch. If we’re not the right fit, we’ll say so.
Before We Meet
Fill out the onboarding questionnaire if you have a few minutes. It covers your situation, values, and goals — and it means the call is about answers, not intake.
If you want to read up on the strategies first: Growth, Income, and Diversification.
A Few Things Worth Knowing
- We don’t adjust service based on account size. The same analysis goes to every client.
- We don’t build custom ethical screens per client. We hold one standard — but when a client surfaces an issue we’ve missed, it becomes policy for everyone.
- We don’t accept commissions or sell products with hidden fees. Our only source of revenue is the 1% annual fee our clients pay us.
- We don’t use third-party ESG ratings. We do the research ourselves.
- We don’t give formal tax or legal advice.
Prefer email? Send us a message instead. Or book directly on Cal.com.