Let’s Start with a Conversation
Every great plan begins with a meaningful conversation. Whether you’re preparing for retirement, evaluating your next step, or simply looking for greater clarity, we invite you to connect. The Discovery Call is a conversation designed to help us understand what’s important to you and determine whether Stillwater Financial Planning is the right fit to support your goals.
A Few Questions You Might Be Asking
Do I need a certain amount of money to work with Stillwater?
No. Stillwater works with clients across a wide range of financial situations - from those building momentum to those with established portfolios. If we believe we can provide meaningful value, we’re glad to help.
What happens during the Discovery Call?
It’s simply an opportunity to talk through your financial questions and priorities. We’ll share more about our process, and you can decide if Stillwater feels like the right fit.
What happens after the call?
If it makes sense to continue, we’ll outline next steps and provide a clear overview of our services, fees, and engagement process. There’s never any obligation to move forward.
Are you fee-only?
Yes. Stillwater Financial Planning is a fee-only fiduciary firm. We don’t earn commissions or sell financial products - our only compensation comes directly from the clients we serve.
we'd Be Honored to Hear Your Story
Stillwater was founded on the belief that good financial planning begins with listening.
If you’re ready for a more thoughtful approach - one centered on clarity, stewardship, and partnership - we’d be honored to connect.