Talk With Joshua

Some people want to take an assessment first. Some just want to talk.

This is a free 30-minute conversation, by phone or video, with Joshua Brooks, CFP®. No preparation required. No documents needed. Spouses are welcome and encouraged; the decisions ahead belong to both of you.

What this call is

A chance to describe your situation in plain language
An honest read on whether your situation fits what this firm does
A clear answer on what the next step would be, and what it costs

What this call is not

A sales pitch
Investment advice
A commitment of any kind

If we are not the right fit, Joshua will say so and point you somewhere better.

Rated 5 out of 5 stars. 5.0 average · 15 Certified Advisor Reviews™ See all reviews →

Average of all 15 reviews from current clients, former clients, and non-clients, collected by Wealthtender, an independent review platform, as of August 25, 2026. No reviewer was compensated; the firm pays Wealthtender a subscription fee. Reviews are individual experiences, not a guarantee of results. Full reviews and disclosure.

Schedule the Call

Pick a time that works. The scheduler asks two quick questions so the conversation starts in the right place.

This conversation is educational and exploratory. It is not personalized investment, tax, or legal advice.