Schedule

Book an introductory meeting

Free and no obligation. We'll talk about what you need and tell you plainly whether we're a fit. Meetings are by video or phone.

Book through Microsoft Bookings

Pick a time that suits you and we will confirm by email. Introductory meetings are free and usually held virtually.

Schedule a meeting

Todd Smurl, CFA

Founder and Portfolio Manager. Todd founded Integrity Financial Planning after 30 years in financial services, including Senior Wealth Advisor at Goldman Sachs Personal Financial Management, Chief Investment Officer at Compass Bank, and Senior Portfolio Manager at The Private Bank at Bank of America.

Book time with Todd

Ryan Firth, CPA/PFS

Financial Planner. Ryan is a CPA/PFS and CERTIFIED FINANCIAL PLANNER™ professional who leads Integrity's financial planning.

Book time with Ryan

What happens next

  1. Introductory meeting. We listen, ask questions, and explain how we work and what it costs.
  2. Proposal. If it makes sense to continue, you get a written scope and fee before anything starts.
  3. Discovery. Goal conversations and secure document collection.
  4. Your portfolio and planning. The portfolio is built and managed; planning advice is there whenever you want it, with recommendations tracked until they are done.

Prefer email or phone? Contact us instead.