Begin your journey
Fifteen minutes to find out whether we're the right fit.
No pitch, no pressure, and no preparation required. Just a conversation about where you are and what you’re trying to do next.
Before you call
The four things people ask us first
If your question isn’t here, ask it in the form. We’d rather answer it now than have you wonder.
Is there a minimum to work with you?
We work with a limited number of families rather than a minimum account size, because the fit matters more than the balance. Practically, our planning relationships tend to make sense for households with meaningful complexity — a business, equity compensation, multiple entities, or a transition on the horizon. The fifteen-minute call is how we both find out.
How are you compensated?
We explain our fees in plain numbers in the first meeting, in writing, before you engage us — and we tell you what they do and don’t cover. Specific fee schedule and disclosure language to be finalized with compliance.
What happens on the first call?
Fifteen minutes, no documents, no homework. You tell us what prompted the call and what you’d like to be different a year from now. We tell you honestly whether we’re the right firm for it. If we are, the next step is the Vision Clarifier — still no recommendations, still no numbers.
Do we have to be local to Lawrence?
No. We serve families and business owners coast to coast and run most meetings by video, with your documents in the Personal Wealth Page. Clients who are nearby tend to come in once a year anyway — the coffee is good.
Send us a note
A partner reads every message. You’ll hear back within one business day.
Prefer to just book it?
Pick a fifteen-minute slot on our calendar. Video or phone, whichever you prefer.
The office
Downtown Lawrence, Kansas
Street address to be confirmed
913-359-5726
Monday–Friday, 8:30–5:00 CT
For anything non-sensitive
Client portal
Existing clients: send documents securely