Begin your journey
Fifteen minutes to find out whether we're the right fit.
Before you call
The four things people ask us first
Is there a minimum to work with you?
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
This form is provided for your convenience. To ensure timely responses, we cannot accept instructions for trades or other time-sensitive information through this form. For your security, we recommend that you do not disclose account numbers, passwords, or other sensitive information in a message. Please see our Online Privacy Statement regarding the use of email.
Prefer to just book it?
Pick a fifteen-minute slot on our calendar. Video or phone, whichever you prefer.
The office
- Mon - Thurs | 8am - 5pm CST
- Friday | 8am - 12pm CST
- Sat - Sun | Closed
