Schedule Consultation | Planning With Christiaan

Schedule Your Free Consultation

Fill out the form below and I'll contact you within one business day to schedule your complimentary consultation.

First Name *

Last Name *

Email Address *

Phone Number *

Approximate Investable Assets

Primary Area of Interest *

Preferred Contact Method *

Preferred Meeting Format

Tell me a bit about your situation and what you'd like to discuss *

How did you hear about us?

I agree to the Privacy Policy and consent to be contacted about my inquiry *

Contact Information

Phone (555) 555-1234

Email [email protected]

Office Location 123 Financial Plaza
Suite 100
Your City, ST 12345

Office Hours Monday - Friday
9:00 AM - 5:00 PM
By Appointment

What to Expect

No Obligation
The initial consultation is complimentary with no commitment required
30-60 Minutes
I'll take time to understand your situation and goals
Honest Assessment
I'll let you know if I think I can help and how
Clear Next Steps
If I decide to work with you, you'll know exactly what to expect

Prefer to Call?

Feel free to call me directly at (555) 555-1234 during business hours.

If I'm with a client, please leave a message and I'll return your call within one business day.

Common Questions

Frequently Asked Questions

Is the initial consultation really free?

Yes, absolutely. The initial consultation is complimentary with no obligation. It's an opportunity for us to get to know each other, discuss your situation, and determine if working together makes sense.

What should I bring to the consultation?

For the initial meeting, just bring yourself and any questions you have. If I decide to work with you, I'll provide a detailed checklist of documents needed for comprehensive planning.

How are you compensated?

I work on a fee-only or fee-based structure, depending on the services provided. I'll explain my compensation clearly during our consultation—complete transparency is part of my fiduciary responsibility.

Do I need a certain amount to work with you?

While I typically work with clients who have at least $250,000 in investable assets, I evaluate each situation individually. If you have complex planning needs, I may be a good fit regardless of asset level.

Can I meet virtually?

Absolutely. I offer in-person, virtual, and phone consultations. Many of my clients prefer virtual meetings for convenience, and I'm equipped with secure technology to serve you remotely.

What makes you different from other advisors?

As an independent fiduciary advisor, I'm not tied to any financial institution. My recommendations are based solely on your best interests—not sales quotas or proprietary products. You'll also work directly with me, not a team.

Fiduciary Standard

Legally bound to put your interests first

Independent Advisor

Unbiased advice, no conflicts of interest

Confidential & Secure

Your information is protected and private

CFP® Professional

Highest standard in financial planning