Schedule a Conversation | Intentional

Schedule a Conversation

Every relationship
starts with a
conversation.

No pitch. No agenda. Just an honest look at where you are, what you're navigating, and whether we're the right fit for each other.

What to expect

A conversation.
Not a sales call.

We don't use introductory calls to pitch services or close business. We use them to understand where you are and what you actually need. Sometimes that's us. Sometimes it isn't. Either way, you'll leave with more clarity than you came in with.

James leads every initial conversation personally. There is no junior associate on the other end of this call.

  • You'll talk about where you are financially and what's on your mind right now
  • James will ask questions most advisors never ask — about your identity, your values, and what you actually want your wealth to do
  • You'll get a clear sense of how Intentional works and whether it fits your situation
  • There is no pressure to move forward. The conversation is valuable on its own
  • If there's a fit, James will outline what a next step could look like — simply and clearly

Choose your conversation

Three ways to
connect with James.

01

New Clients

Exploration Call

The right starting point if you're new to Intentional. A candid conversation about where you are, what you're navigating, and whether we're the right fit for each other.

30 minutes

Book this call
02

Wealth Identity

Assessment Overview

For prospects who want to start with the Wealth Identity Assessment. This call comes before the assessment is sent, so James can understand your situation and tailor the process.

30 minutes

Book this call
03

Existing Clients

Financial Planning Review

For current Intentional clients scheduling a financial planning review session. Use this link to find a time that works and come prepared with what's on your mind.

60 minutes

Book this call

Book your call

Find a time
that works for you.

Select the conversation type above or choose directly from the tabs below. All times are Eastern.