Start a Conversation

Prefer to start in writing?

Tell Chris a little about your situation and suggest a few times that generally work for you. He reads every note himself and confirms every appointment personally — nothing books automatically.

Your name Email Phone (optional) What's prompting this? What would you want Chris to know? (a few sentences is plenty) Suggest two or three times that generally work for you (e.g., "Tuesday or Thursday afternoons," "most mornings after 9")

Chris replies by email to confirm a time that works for you both — usually within one business day. Prefer to pick a slot yourself? Use the calendar instead.

Not sure what to write?

Start with the reflection instead.

Six questions, three minutes — and an option at the end to send Chris your results as the conversation starter.

Take the Retirement Readiness Reflection