Let's Get You on the Calendar.

Pick a time, or send a message. Spouses and partners are welcome.

Prefer to reach out directly? Call (502) 694-6665 or email intro@plcwealthpartners.com.

Book a Call

Pick a Time That Works for You

A free 30-minute intro call over Google Meet.

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Send a Message

I reply within one business day.

Not ready to talk yet? Read the blog and see how I think about this before you book anything.

Before You Book

It's scheduled for 30 minutes, but if we're in the middle of a great conversation, we're happy to go over. No need to watch the clock.

Yes, absolutely. Most financial decisions affect the whole household, so feel free to bring your spouse or partner onto the call.

No. There's no product to buy on this call. It's a conversation to see whether working together makes sense, for both of us.

None. The intro call is free, and there's no obligation to move forward afterward.