Ask Questions, Privately
Members are welcome to make an appointment to discuss questions of a private nature.
We Can Help You Create a Plan
If you want assistance with creating a detailed plan, with financial alternatives, and legal support -- we can help. In some cases, we can provide personal consulting directly to produce your plan or we can help you locate the professionals for a specific task. In any situation where we go beyond providing educational services, we conduct an intake interview and require a written retainier agreement.
Partner Services
For services that go beyond the scope of this website, you may wish to retain one of our partners or speakers, If so, our protocol is for them to have a separate retainer with you, and to notify us of any possible conflicts.
We do not split fees with partners, unless: 1. The services are of a general nature (not regulated such as legal, accountancy, and some brokerage fees), and 2. There is a full disclosure to you.
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