Schedule a Conversation
Good conversation
leads to great things.
We look forward to what we hope is the first of many conversations with you. Our initial process is designed to inform, to discover, and to be genuinely mutual, in a comfortable setting with no pressure and no decisions required at the first meeting.
1
We Introduce Ourselves
We describe our services, our investment philosophy, our costs, and our experience. No surprises, no fine print obscured.
2
We Listen to You
We learn about your goals, where you currently stand, and what an ideal outcome looks like. You talk. We take notes.
3
No Decisions at the First Meeting
We end without any commitments. After both sides have had time to reflect, we reconnect to answer follow-up questions and discuss fit.
1405 West Swann Avenue, Tampa, FL 33606
Hyde Park District
Hyde Park District
877-642-6110 Toll-Free | 813-642-6111 Tampa
No ObligationThe first meeting carries no commitment, from you or from us.
No PitchWe do not come to the first meeting with a product or a close. We come with questions.
Direct AccessYou will speak with the partners, not a scheduler, not a junior associate.
Completely ConfidentialEverything shared in an initial consultation is held in strict confidence.
Our Office
Hyde Park, Tampa.
Our office is located in the heart of Tampa's historic Hyde Park district, one of the city's most established and storied neighborhoods. It is the kind of place where serious conversations happen comfortably.
While our practice is headquartered here, we serve clients across 38 states. For those who are not local, we are fully equipped to conduct initial consultations by phone or video.
1405 West Swann Avenue
Tampa, Florida 33606
Tampa, Florida 33606
877-642-6110 Toll-Free
813-642-6111 Direct