Schedule an Introductory Conversation

This introductory conversation is a brief, no-pressure opportunity to determine whether Act2Planning is a good fit for your needs.

We’ll discuss your situation at a high level, my planning philosophy, and how I work with clients — without sales pressure or obligation.

What this conversation is for:

• Understanding your retirement planning goals

• Explaining my flat-fee, non-custodial planning approach

• Determining whether we’re a good mutual fit

What this conversation is not:

• A detailed financial review

• Investment recommendations

• Ongoing advice without engagement

Act2Planning provides flat-fee financial planning. I do not manage or take custody of client investments, and I do not charge a percentage of assets.

If you’re looking for thoughtful guidance, clarity, and discipline — rather than asset management — this approach may be a good fit.

If this sounds like a fit, you’re welcome to schedule a conversation below.