Get in touch, however suits you.

Book a time

Pick a time with Will or Brad.

Whichever length actually suits you. If you are not sure, take the 30-minute call — it exists so you can find out whether we are worth more of your time. Nothing to prepare, and no obligation afterward.

Will Armfield

Founder & President

Eighteen years guiding families through the decisions that shape more than one generation.

• Intro call30 minA short phone call to see whether we’re a fit. No preparation needed.→
• Video meeting60 minA longer conversation over Zoom to walk through your situation.→
• In-person review90 minA full review at the High Point office.→

Brad Tomlin

Wealth Advisor

Came to planning from twenty years in healthcare, by way of a decade coaching families out of debt.

• Intro call30 minA short phone call to see whether we’re a fit. No preparation needed.→
• Video meeting60 minA longer conversation over Zoom to walk through your situation.→
• In-person review90 minA full review at the High Point office.→