A friend sent you here
Someone thought of you.
A friend of yours thought you’d value a conversation with us, and we’d like to meet you.
3-minute videoBook a time below
Watch the short video first. When you’re ready, book a Discovery Meeting, a relaxed 1-hour conversation on Zoom about where you are and what you’d like help with.
Book a Discovery Meeting
Let’s find a time.
The Discovery Meeting is our first conversation. A few quick questions first help us make it about you, and then you pick a time that works.
1 hourFirst conversation
ZoomFrom anywhere
No costNo pressure
How it works
- Answer a few quick questions about you. It takes about 2 minutes.
- Tap Book a time and pick a time on our calendar.
- You’ll get a calendar invite with the Zoom link.
- We talk about where you are, what you’d like help with, and what your options look like.
Questions first? Text us at 251-395-0097.
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Understand Your Money
Learn while you wait.
Three short videos to watch before we meet.
Three Doors3:07
The Rule of 723:07
Free email series
Before It Matters.
It’s our free 24-lesson email series. Every couple of weeks you’ll get a short, plain-English email on one money topic.
- 24 short lessons, free
- No sales pitch
- Unsubscribe anytime
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While you’re here
Videos from us.
A few short videos about how we help families.
Should I get a free financial review?1:43
See what your own numbers could turn into, and what a review with us actually looks at.
Your Options2:42
Through the Miliare Group platform, we can look at options from nearly 200 financial and insurance providers around what matters to your family.
The Whole Picture1:54
Your paycheck, home, debt, protection and goals aren’t separate decisions. See how they connect.
How Indexing Works1:57
See how indexing works, what a 0% floor means in a down year, and why a big loss is so hard to recover from.
When you’re ready
We’d like to meet you.
Pick a time that works for you, and we’ll start with where you are.
We’re looking forward to meeting you.