From booking to first conversation.
You have chosen a time, or you are thinking about it. Here is what happens, step by step, so the first call holds no surprises.
- 01 · You choose a time
Pick a phone call, a virtual meeting, or an in-office visit on the scheduling page. For an in-office visit, confirm the location with your team member.
- 02 · You get a confirmation
The scheduling page sends a confirmation to the email address you enter. If you need to move the time, reply to it or call the office.
- 03 · The conversation
Calls and virtual meetings run 30 minutes. You talk and the team listens: what is on your mind, what you are working toward, and whether the coordinated practices fit it.
- 04 · You decide what comes next
If the fit is right, the next step is a longer conversation about your situation. If it is not, the team says so. Nothing is owed and nothing is signed on a first call.
A person who listens first.
Your introductory conversation is with a member of the 755 team. Everyone who may join the work, from wealth and tax to insurance, lending, and estate planning, is on the team page.
Meet the team →Documents, optional.
Nothing here is required. If you want to read about the firm first:
Your first call, answered.
What should I bring to the first call?
Nothing. No documents, no statements, no forms. If you are not sure what to ask, that is normal; most first conversations start exactly there.
How long is the first conversation?
Phone calls and virtual meetings are scheduled for 30 minutes. An in-office visit is arranged with your team member when you confirm the location.
Does the first call cost anything?
No. An introductory conversation carries no fee and no obligation. It exists so both sides can tell whether the fit is right.
What if I booked the wrong topic or time?
Reply to the confirmation or call the office. The team can move the time, and can bring in a colleague from another practice if your question is broader than you first thought.
Choose a time, or call us.
Monday through Friday, nine to five Eastern, evenings and weekends by appointment. Call 678-567-7915 or book online.
Choose an appointment