Let's Talk

You're looking for a financial planner and/or investment manager, and you think Seaborn might fit the bill. OK, what next?

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Well, first thing: if you want to know more about what exactly we do, check out our Services page. It's got descriptions of our specific service offerings, how much we charge, etc.

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Also, you might want to get a sense of how we think about financial planning and investment management. For that, there's the Blog. Scroll through the history and see what jumps out as relevant to your situation!

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When you've decided that you want to talk to us, use the widget below to schedule a meeting! It'll be a Discovery Session: a 30-minute "you ask me questions, I ask you questions" meeting to figure out whether and how it might make sense for us to work together. No need to bring any concrete details -- just a general sense of your financial situation is fine! (And if you're curious as to what happens after that, I'll again refer you to the Services page.) 

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Now, when you look at the calendar, you may see that large swaths of the spring and fall are marked as unavailable. That's when we meet with our current wealth management clients, and we want to make sure we can give them our undivided attention during that time -- and can give you our undivided attention outside of those times! 

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And if you've got a question you'd prefer to ask before scheduling a meeting, that's fine too. Send us an email, and we'll help however we can!