Book a 30-minute call with Kevin
Tell Kevin what you need help deciding and any deadlines.
Fee-only fiduciary · Kevin Jacobs, CFP® · Tulsa since 2008
Want an overview first? Download our two-page Financial Planning guide (PDF).
Already a client? Schedule your meeting here.
What Kevin will ask you
- Why are you looking for a planner?
- What decision matters most?
- Is there a deadline?
- What have you tried?
- What would make planning worthwhile?
What you can ask Kevin
- Do you help people in situations like mine?
- What's included, and what does it cost?
- What will I receive?
- How long does it take?
- Do I need to move my investments?
- Who does the planning work?
What this call is, and isn't
Kevin will tell you whether our planning service fits your needs.
If it fits, the next step is a separate discovery meeting of about 60 minutes, with no fee. You decide whether to hire us after that.
This call doesn't include financial reviews or investment recommendations.
Facing a deadline, like a retirement date or severance election? Mention it when you book.
You don't need payment, documents, account transfers, or a list of topics. Just bring your questions.
30 minutes, by phone or video. No fee, no obligation, and nothing to prepare. Already a client? Schedule your meeting on the Meetings for Current Clients page.