Schedule Your Free Intro Meeting
Taking the first step doesn't have to be complicated. The free intro meeting is a relaxed, low-pressure conversation where we talk through what prompted you to reach out and explore how our fee-only wealth planning process works.
-
The introductory call typically lasts 15 to 30 minutes via phone or secure video call—just long enough to discuss your main financial goals and see if we are a good mutual fit.
-
Yes, absolutely. We strongly encourage both partners to attend if you manage your household finances and long-term planning decisions together.
-
You don't need to gather or send statements beforehand. The primary purpose of this meeting is for us to learn about your goals, outline our fiduciary approach, and discuss your expectations.
Get In Touch
Phone: (646) 980-9724
Office Hours: Monday – Friday: 8:00 AM – 6:00 PM EST (By Appointment)
Meeting Options: Secure Video Conference (Zoom) or Scheduled Call
Local Service Areas
While Schroeder Capital serves clients nationwide virtually, our primary local communities in Brooklyn, NY include:
Cobble Hill & Boerum Hill
Park Slope & Carroll Gardens
Brooklyn Heights & Downtown Brooklyn