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Schedule a discovery call
A Discovery Call is a 30-minute conversation with a Lead Financial Architect. It’s an opportunity to talk about what prompted you to reach out, explore the questions you’re facing, and determine whether Financial Architecture may be a good fit.
Choose your Financial Architect
If someone introduced you to a particular architect, pick them here.
Selecting a person opens their own calendar. If you weren’t introduced to anyone — or don’t remember who it was — that’s completely fine; start with Chavez and we’ll make sure you’re connected with the right person.
What to expect
A relaxed, introductory conversation.
There is no preparation required and no obligation to move forward. During the call, you’ll have an opportunity to:
- Share what prompted you to reach out
- Discuss the decisions or questions in front of you
- Review your Self-Assessment results, if applicable
- Learn what an appropriate next step might look like
You don’t need to have everything figured out before scheduling. That’s what the conversation is for.
Before the call, optionally
The retirement self-assessment
It’s not just about financial security, but also personal fulfilment and emotional well-being — from tax implications to community connections to leaving a legacy. Take the self-assessment to see where you stand, and your architect can walk through the results with you.
Take the self-assessmentBusiness owners
Start with the exit readiness check
Eight statements that are either true of your business today or they aren’t. It takes a minute and gives the call somewhere to start.
Exit readiness checkPrefer the phone?
Call the office and ask for whoever is free.
27500 Drake Rd., Suite 110, Farmington Hills, MI 48331