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Contact

Set up a short first call

Tell us a little about what you’re planning. We reply within one business day to set a time, by video or phone.

HoursMonday to Friday, 8:30am to 5pm Evening video calls by appointment

Please don’t send account numbers, health details or anything confidential here. We’ll ask for what we need once you’ve hired us.

What to expect from that call

What happens on the call?

We ask who you’re planning for and what you own, answer your questions, and tell you which plan fits. The flat fee follows by email.

Does the call commit me to anything?

No. You decide afterward, and you can take as long as you like.

Can I visit the office instead?

Yes. We’re on Third Avenue North in the North Loop, with street parking and a ramp a block away.