A straightforward, no-obligation conversation about where you are and what a work-optional future could look like for you. No pitch. No pressure.
The first conversation is complimentary — no charge, no obligation, no sales pitch. It’s a call or video meeting, typically 30 minutes, where we learn about your situation and you get a genuine sense of how we work.
You’ll leave with an honest read on whether Birch Point is the right fit — and if we’re not, we’ll say so and point you in a better direction.
We do our best work with people who’ve built meaningful wealth (most clients have $1 million or more in investable assets), are within about ten years of making work optional — or already there — and want an integrated, fee-only planning relationship, not just investment management. Our minimum annual fee is $7,500.
If that sounds like you, let’s talk. If it doesn’t quite — or if you’re earlier in the journey — the resources further down may be a better place to start right now, and there’s no pressure to book.
If a call feels premature — or if we’re not the right fit today — these are the best places to begin on your own. No email required to keep looking around.
Choose a time that works for you. You’ll answer a couple of quick questions when you book so we can make the conversation useful from the first minute.
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