Ask for a discovery call

A short note on your timeline and priorities is enough, whether retirement is near, company equity needs diversifying or an existing portfolio wants a second opinion. A senior CFP® adviser aims to reply within one business day; the call itself is agreed in that reply, as nothing on this website confirms an appointment.

Office and meeting hours

Charlotte, North Carolina

[email protected]

Opening hours

Monday to Friday: 9:00 AM to 6:00 PM
Saturday: By confirmed arrangement
Sunday: Closed

Do not send account numbers, identification numbers or any other sensitive detail through this form. An ordinary website message is not a secure channel, and the practice will name one when it is needed.

01 Who is writing

A reply goes to the email address entered here. A telephone number is optional and is used only if the telephone is chosen in step 04 as the way to answer.

Name

Email address

Telephone (optional)

02 What the planning is for

The context and the horizon decide who reads the message first. A state or jurisdiction only matters where an estate, a trust or a business is part of the question, which is why it is optional.

Planning context

Planning horizon

State or jurisdiction (optional)

At most 80 characters.

03 Which service the question is about

Each of the six mandates sets out its scope and its fee on the Services page. If none quite fits yet, "Something else" is a perfectly good answer.

Service

04 How the practice should reply

A reply comes during office hours and never outside them. The telephone needs a number in step 01.

Preferred reply

05 The question itself

A retirement date, an equity vesting schedule, a business sale or simply the main planning question, plus anything already in place. Twenty characters is the floor the form accepts, not the length that gets a useful answer.

Message

Between 20 and 1200 characters.

Sending this form shares the nine details entered above with Alder Crown Advisory so the question can be answered, and nothing else. It reserves nothing and confirms nothing. Never enter an account number, an identification number, a balance or a tax identifier here. Privacy notice.

If you would rather write first

A message sent straight to the practice reaches the same people as the form. A line on the timeline and the main priority is plenty; statements are never needed at this stage, and the reply suggests a time for the free discovery call before any fee is proposed.

[email protected]