Complimentary 15-Minute Introductory Call
Let’s Talk About
Your Financial Goals
Meet with our team for a complimentary 15-minute introductory call to discuss your goals, ask questions, and learn about our fee-only financial planning and investment management services.
Schedule Your Introductory Call
Choose a Date and Time
Select a time for your complimentary 15-minute introductory video call. Meeting details will be sent after you book.
Before your call, we’ll send a pre-meeting checklist and a service brochure outlining our core competencies. These materials help guide the conversation. You are not required to complete or return these materials before the call.
The introductory call is complimentary and carries no obligation to become a client. It is not intended to provide a completed financial plan or individualized investment recommendation.
Information you provide when scheduling is collected through our scheduling provider and used to arrange your consultation. See our Privacy Policy.
Virtual Meeting
Meet with our team by video from wherever is convenient for you. A video link will be provided after you schedule.
No Obligation
This complimentary 15-minute call is an opportunity to discuss your goals and learn about our services. You are not required to become a client.
Get to Know Our Team
Speak with a member of our advisory team and ask questions about our approach, services, and process.
Discuss Your Goals
We’ll take time to understand your situation and talk through possible next steps.
Our Personal Approach
Thoughtful Financial Guidance
for Life’s Important Stages
We take the time to understand your goals and help make complex financial decisions easier to navigate. For financial planning clients, we develop a plan tailored to your goals and circumstances. Our team is here to provide clear guidance and answer your questions.
Are We a Good Fit?
You May Benefit from a Consultation If You:
Want a Clearer
Financial Plan
Develop a strategy that connects your finances with what matters most to you.
Are Approaching
a Major Life Transition
Discuss planning considerations around retirement, a career change, a business transition, or other important milestones.
Want a Fee-Only
Fiduciary Adviser
As a fee-only registered investment adviser, we act as a fiduciary to our advisory clients when providing investment advice. See our disclosures and Form ADV Part 2A for fees and potential conflicts.
Are Looking for
Long-Term Guidance
Work with us to build and manage a portfolio designed to reflect your goals, time horizon, and risk tolerance.
Frequently Asked Questions
What does the free consultation include?
The complimentary 15-minute introductory call is an opportunity to discuss your financial goals, priorities and questions; learn more about Sherman Wealth’s financial planning and investment management services; and determine whether another conversation would be helpful.
The initial call is introductory in nature and is not intended to provide a completed financial plan or individualized investment recommendation.
Is there a fee for the initial meeting?
No. Sherman Wealth offers a complimentary 15-minute introductory call. You are not required to become a client.
If you decide to explore working together, the team can explain the services available, applicable fees, disclosure documents and next steps before you make a decision.
Do I need to prepare anything for my consultation?
Before your introductory call, we’ll send a pre-meeting checklist and a service brochure outlining our core competencies. These materials serve as a guide to the conversation. You are not required to complete or return the materials before the call.
You may find it helpful to think about your financial questions, current priorities and any upcoming life changes you would like to discuss.
Please do not send sensitive financial information by ordinary email. If documents are needed, ask our team about the approved secure process.
Can we meet in person?
Sherman Wealth primarily conducts meetings virtually. If you prefer an in-person meeting, contact the team to ask about availability at an appropriate office location.
How long is the consultation?
The introductory call is scheduled for approximately 15 minutes. Your booking confirmation will include the scheduled duration and meeting details.
Is there a minimum amount of assets I need to work with you?
Sherman Wealth generally does not impose a minimum asset size for establishing a relationship.
The appropriate service, scope and fee arrangement will depend on your circumstances and the services requested.