Is it really no-cost?
Yes. The introduction is free with no obligation. We've found that fit matters more than any sales process. If we're not the right fit, we'll say so and provide referrals to vetted peer firms.
ACCOUNT 0001FOLIO VIIINTRODUCTION · NO COST
60 — 90 MIN · NO OBLIGATIONSchedule an
introduction.
A no-cost, no-obligation conversation. 60 — 90 minutes. We discuss your goals, your current situation, and whether the practice fits the family. We're selective; you should be too. About 30% of introductions become engagements.
ACCOUNT 0001FOLIO VII.ITHE PROCESS · 4 STEPS
WITHIN 1 — 2 WEEKS · NO PRESSURE
Four
steps.
Submit a request. We respond within a business day. We meet for 60 — 90 minutes. You decide on your timeline. Most prospects take 4 — 8 weeks; we follow up once, then leave you alone.
- I-01
Submit a request
Below — your name, email, the situation in 2 — 3 sentences. No card, no qualifier, no spam.
- I-02
We respond within 1 business day
A senior advisor reaches out by email or phone (your preference). Most introductions are scheduled within 1 — 2 weeks.
- I-03
Meet · 60 — 90 minutes
Either at our office or by Zoom. We discuss your situation, our practice, whether the fit makes sense. No slide deck.
- I-04
Decide · whenever feels right
Most prospects take 4 — 8 weeks to decide. We follow up once after the meeting; after that we leave you alone.
ACCOUNT 0001FOLIO VII.IIREQUEST FORM · 3 FIELDS
RESPONSE WITHIN 1 BUSINESS DAY
Send a
request.
Three fields. A senior advisor reaches out by email or phone within 1 business day to schedule. We don't have a calendar widget — scheduling is handled by a human conversation.
NOTE TO FILE · Andrea Reyes · Senior Advisor
Don't worry about polishing the situation summary. Two sentences is fine. We'll ask the right questions on the call.
ACCOUNT 0001FOLIO VII.IIIOR · RUN A READINESS CHECK FIRST
OPTIONAL · 90 SEC
Or run a
readiness check first.
Optional. Five inputs, ninety seconds. We send a personalized PDF + the readiness statement before the introduction; the conversation starts already informed.
READINESS CHECK · INPUTS5 INPUTS · 90 SECONDS
DRAFT · NOT SAVEDINPUT 01CURRENT AGE
Years since birth52YR
2570
INPUT 02TARGET RETIREMENT AGE
Default 6565YR
5075
INPUT 03CURRENT INVESTABLE ASSETS
Excluding primary residence$
INPUT 04ANNUAL SAVINGS RATE
Across all accounts$
INPUT 05EXPECTED RETIREMENT SPEND
Annual · in today's dollars$
NOTE TO FILE · Andrea Reyes · Senior Advisor
These five inputs estimate readiness using industry-standard assumptions — 5% real return, 3% inflation, 90th-percentile longevity. The PDF we send adds Monte Carlo, Social Security, healthcare, and tax-bracket modeling.
ACCOUNT 0001FOLIO VII.IVWHAT TO EXPECT · 4 QUESTIONS
WE ANSWER
What should I bring?
A 2 — 3 sentence summary of your situation if you have one. Otherwise just come and talk. We don't need documents at the introduction; that comes later if you engage.
Can my spouse join?
Yes — and we strongly encourage it for couples. Wealth planning is a household decision; we'd rather have both views in the room from the first conversation.
Who will I meet?
A senior advisor — likely Andrea (tax + estate), Marcus (business owners), or Sarah (retirement) depending on your situation. The advisor at the introduction will be your primary advisor if you engage.
ACCOUNT 0001FOLIO VII.VWHAT HAPPENS · BY THE NUMBERS
1 dayOFTEN SAME-DAY
RESPONSE TIME
1 — 2ONCE WE'RE IN TOUCH
WEEKS · MEETING SCHEDULED
60 — 90NO SLIDES
MIN · MEETING LENGTH
30%BY DESIGN · WE'RE SELECTIVE
CONVERT TO ENGAGEMENT
ACCOUNT 0001FOLIO VII.VIQUICK QUESTION? CALL OR EMAIL
