Tier 01 · Free · 15 minutes
Not sure if I'm a fit?
15 minutes, no pitch. You'll know if a full audit makes sense.
Who this is for
If any of these sound right, book the call
What's included
15 minutes, structured
Minutes 0-3: You tell me where you are. One sentence on your current holding, one on the question you're sitting with.
Minutes 3-12: I ask the four or five questions that usually surface the real issue. We don't model anything in detail. We just identify what kind of decision this is.
Minutes 12-15: I tell you, plainly, whether a full 4-Pillar Audit is worth $499 to you, or whether a free tool, a different advisor, or simply waiting is the better call.
No prep. No documents. No follow-up sequence. If we're a fit, you'll know. If not, you've spent 15 minutes and got an honest answer.
How to start
Pick a 15-minute slot
Slots are released weekly. The triage is by phone — no Zoom, no screens. Calls happen between 9am and 8pm SGT.
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Before the call