A discovery call is a straightforward conversation, no pressure and no commitment. You'll leave with a clear picture of your options and a sense of whether we're the right fit.

Our office is available for appointments from 10:30 am to 6:00 pm Tuesdays and Thursdays. Both potential and established clients can use the links below to schedule a phone or video meeting. We can be flexible to fit your schedule, if needed. If you need to meet outside these times, or if you need an in-office meeting, please call the office at (910) 523-5589 and we’ll do our best to accommodate you.

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Schedule a Meeting

Potential Clients:

We like to schedule a brief phone call with potential clients to get an idea of what you’re looking for and if we are a good fit for your needs. For business support services, the information we gather during this call will assist our team in developing a proposal for the services you need. A follow-up call will be scheduled to review our proposal with you and answer any additional questions you may have.

Established Clients

Most questions can be answered via the chat function in our client portal. For those questions or other discussions that require a more in-depth conversation, you can schedule a phone or video call below. 

Networking or Sales Calls

We value our relationships with professional colleagues such as financial advisors, attorneys, vendors, and others. If you are interested in discussing a professional (non-client) relationship with us, please schedule a here:

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Still have questions?

Fill out this form to reach out to our office. We look forward to hearing from you!