Schedule a Complimentary Discovery Call

There’s no obligation and no awkward sales pitch.


Telling your financial story is the first step to financial clarity.

During a complimentary 30-minute discovery call, we let you talk us through your financial life. As part of the conversation, we’ll explore how we can help you. (If you live in Parker, CO or Castle Rock, CO we can meet over a cup of coffee, our treat.)

After the call, you can request to get started immediately or take some time to think about our conversation. Rest easy – there’s no high pressure sales pitch! If we’re a good fit for one another, both of us will know it.

To schedule a call, please complete your details below OR you can schedule a meeting directly on my online calendar here.

Not quite ready to book a call? We get you. Check out our Guiding Principles to better understand how we treat clients and foundational truths we base all our advice upon.

Not the scheduling type? We get you.

Call Kaleb at 303-961-4397. You can also email