Let’s Talk Through
Your Retirement Questions
A free 15-minute introductory call for pre-retirees and retirees who want clarity and a plan — without pressure or obligation.
You’re always welcome to explore more about how we work before scheduling.
What this call is (and isn’t)
— A short conversation to understand your situation and what’s on your mind
— A chance to ask questions and see if we may be a good fit
— No preparation required and no obligation to move forward
We start with a complimentary 15-minute phone or Zoom call to learn more about your goals, concerns, and what prompted you to reach out. It’s also a chance for you to ask questions and get a feel for how we work.
The goal is simply to determine whether we’re a good fit — no pressure, no commitment.
What happens after the call
— If it looks like we can help, we’ll explain what next steps could look like
— If not, we’ll point you in the right direction
— Either way, you’ll leave the call with more clarity than you started with
Want to learn a bit more before scheduling?
These pages may be helpful.
— Who We Help
— Our Approach
— Our Services
— Common Questions We Help With
Need an alternative option?
We intentionally limit availability for our intro calls to ensure current clients receive the high level of service and attention they deserve.
If you don’t see a time that works for you — or if you prefer to get started another way — please use our Contact Us Form or call us at (402) 933-4101.
We look forward to connecting with you!