Services

Let’s Start with a Conversation

If you’re feeling uncertain about your finances - or just want to know if you’re on the right track - then let’s connect. The Discovery Call is a no-pressure, 30-minute conversation where we’ll talk about where you are, what’s important to you, and whether Stillwater might be the right fit to help.

No sales pitch. Just clarity, care, and a path forward.
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A Few Questions You Might Be Asking

Do I need a certain amount of money to work with you?

Nope. I work with people across a wide range - from those just starting to build momentum to those with significant portfolios. If I believe I can provide value, I’m in.

Is the Discovery Call a sales pitch?

Not at all. It’s simply a conversation. You’ll get a sense of who I am, and I’ll learn more about what’s on your mind. No pressure. No hard sell.

What happens after the call?

If it feels like a good fit, I’ll walk you through what working together could look like. But there’s absolutely no obligation to move forward.

Are you fee-only?

Yes - 100%. I don’t earn commissions or sell products. I’m only paid by my clients, so your best interest is my priority.

I’d Be Honored to Hear Your Story

Whether you’re facing a big decision, feeling stuck, or just want to know if you’re on the right track — I’m here to help.

Let’s start with a conversation and see where it leads.

Schedule Your Discovery Call
No pressure. Just honest, helpful guidance.