Tell us what you’re walking in with.

A paid consult is prepared in advance. Answer a few questions. At the end you get an intake sheet and the exact documents to send with it.

Private by design. Your answers stay in this browser tab. We don’t collect, store, or track them, and we keep no copy of the PDF, so we have no record of this form until you send it to us. Don’t include Social Security, EIN, or account numbers.

Begin the intake Start Here

Not sure you need a paid consult? Start with the free fifteen-minute intro.

Each answer shapes the next.

Ten to eighteen questions, depending on your answers. Change any answer and the questions after it adjust. A reload keeps your answers until you close this tab.

Every consult is prepared in advance.

A paid consult is only worth your money if we walk in knowing your numbers. So it starts with paperwork. The calendar comes last.

  1. Complete the intake.It builds your document list as you go.
  2. Download it and send it.Download the intake as a PDF and upload it with the documents it lists through our secure file exchange. Never by email.
  3. We review it.If anything is missing, we tell you exactly what.
  4. We meet prepared.By the time we talk, we’ve read everything you sent.