Schedule a conversation

Bring the question that keeps coming up.

You do not need to know exactly what you need before talking with us. Bring what you are doing today, what concerns you, and what you want retirement to look like. We will listen, help organize the questions, and decide together whether a deeper look would be useful.

What to expect

A simple conversation before anything else.

The first step is simply a conversation.

25 to 30 minutes.

Enough time to understand the question and decide whether a deeper planning conversation makes sense.

No preparation required.

Bring the question that keeps coming up. Both spouses are welcome.

A Pathfinders advisor.

You will talk with a real advisor who listens to what prompted the question and helps determine the most useful next step.

Available times

Choose a time that works for you.

Open the full scheduling calendar to see available dates and choose a time.

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Please do not include account numbers, Social Security numbers, tax documents, or other sensitive financial information in the scheduling form.
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We want the first conversation to be useful whether or not we end up working together. Our goal is for you to leave with a clearer understanding of where you stand and what options deserve a closer look.

Looking for a second opinion? Choose a time above and bring your plan, projection, or question you already have.

Good reasons to talk

You can start wherever you are.

The conversation does not have to fit neatly into one box. The goal is to understand what is changing and what you want your money to make possible.

Building

You are still growing your money.

You want your decisions today to support the freedom you want later.

Preparing

Retirement is getting closer.

You want to know whether your growth, risk, and income plans are starting to line up.

Converting

You need income from savings.

You want a paycheck-style plan that helps you spend with more confidence.

Checking

You want a second opinion.

You want another set of eyes before making a decision you will live with for years.

Flexible by design

Meet in the way that works best for you.

Most first conversations happen by phone or video. For clients nearby, we can also arrange a private in-person meeting when that is the better fit.

Phone

A simple way to begin when you want to talk through the question without travel or a video call.

Video

Useful when you want to meet face to face or review a document together from wherever you are.

In person

For clients nearby, we can arrange a private setting that is comfortable and appropriate for the conversation.

However we meet, the approach stays the same: listen carefully, explain clearly, and keep your plan connected to real life.

Not ready to schedule?

You can still start with a simple question.

A quick call or email is enough if you want to ask what kind of meeting makes sense before choosing a time.

Call (248) 487-9148 Send a question