Introduction call

Book a 15-minute intro call.

The purpose of this call is to see if you need an advisor for your practice or firm. It is free, and no preparation is required.

• You talk with Kyle Simmons, CFP®, not a salesperson.
• We ask about your practice or firm, your stage, and what prompted the call.
• You leave with a straight answer on whether we are a fit, and what the next step would be if so.

Fee-only and fiduciary. We are paid by our clients, not by product sponsors. No commissions and no product sales. Client assets are held in custody at Charles Schwab.

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