Talk With Joshua

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

This is a 25-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.

Schedule the Call

Three quick questions so the conversation starts in the right place.

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