What’s the First Call All About?
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Who Is This For?
This call is perfect for individuals and families looking to outsource financial planning and investment management to a professional who values objectivity and simplicity. By freeing up your time and mental energy, you can focus on what matters most. While we don’t require a specific account size, most of our clients are high earners or diligent savers with:
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Over $500,000 saved in investments, or
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Household income over $250,000 annually.
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What You Can Expect:
A free, 30-minute, no-pressure conversation with Joseph Boughan, Founder & Financial Planner. This call is designed to:
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Explore your financial priorities.
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Identify some of the critical planning opportunities for your stage of life
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Help us determine if we might be a good fit to work together.
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Give you clarity on how we could you move forward toward your goals.
There’s no need to prepare anything in advance—just come as you are.
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When and Where:
You set the schedule! Pick a time that works for you on our online calendar, and I’ll give you a call at the number you provide. If possible, we can do a virtual "Zoom" style meeting.
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Why Book This Call?
This is your opportunity to:
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Gain valuable insights into your financial situation.
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Ask any questions about the financial planning process (make them tough—I welcome the challenge!).
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Assess whether my approach aligns with your needs and goals.
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For me, it’s also a chance to ensure I can add meaningful value to your financial life. Together, we’ll decide if any further explorations or next steps—is worthwhile for you.
