Book a 30-minute intro call.

No pressure, nothing to prepare. You tell us what's going on, and we tell you how we work. We both find out whether it's a good fit. If we're not the right fit, we'll help you find an advisor who is.

Pick a time

If the calendar doesn't appear here, open it in a new tab, or email brian@luhmanwealthpartners.com and we'll send you a few times.

A note from Brian

I know it's hard to do this on your own, and you don't know what you don't know. I believe everyone should have access to high-quality advice at a clear, transparent price.

What to expect

1
Thirty minutes, virtually. Nothing to prepare.
2
You tell us what's going on. We ask a few questions and tell you whether we think it's a good fit.
3
If it is, you get a quote for a one-time plan or ongoing planning, and the decision is yours. If it isn't, we'll point you to someone who is.

Good to know

Fee-only and a fiduciary. Paid only by you.
No minimum, and no obligation after the call.
Based in Irvine, California. Serving clients nationwide virtually, and in person across Orange County and Southern California.

Prefer email? brian@luhmanwealthpartners.com