We respond to all inquiries within one business day. If you book a consultation, you’ll receive an automatic confirmation immediately and a personal confirmation from us within a business day.

Nothing formal is required. If you have a recent tax return, a sense of your income sources, and any specific questions or concerns, bring those. But honestly, just showing up is enough; we’ll guide the conversation.

Yes, completely. No hidden charges, no time-limited trial. It’s 30 minutes of our time, offered because we believe in understanding your situation before making any recommendations. We don’t work with clients who aren’t the right fit for either side.

Booking a call gets you a live conversation at a specific time. Sending a message is better if you prefer to describe your situation in writing first, or if you’re not quite ready for a call. We’ll respond to messages and offer a consultation from there.

Yes. We are fully virtual and serve clients nationwide. We use secure online tools for document sharing, video calls, and digital signing; no in-person visit required.

That’s completely fine. There is no pressure and no follow-up sales call. If it’s not the right time or the right fit, we’ll say so honestly and wish you well. Many clients come back months later when their situation changes.