Almost there

Schedule your free 45-minute consultation call 👇

Booking widget

Calendar embed slot

Availability: Mon–Wed 9:00 AM – 7:00 PM CT · Thu 9:00 AM – 12:00 PM and 4:00 PM – 6:00 PM CT · Fri 9:00 AM – 5:00 PM CT. Bookings need at least 1 day of notice.

Before the call

Have your current statements in front of you. Pull the most recent statement for every retirement and investment account — 401(k), IRA, brokerage, any annuity or life policy. Bob and David use the call to look at what you actually own, the fees buried inside it, and how it is allocated, so real numbers make the 45 minutes count.
Know your timeline and your income target. Have a rough retirement date in mind and the monthly income you would want your savings to produce, plus anything already in motion — a rollover, an employer change, an inheritance or a business sale. The call runs on Zoom, so a quiet room and a working camera or phone line is all the setup you need.