# Book an introductory meeting

Source: https://integrityfinancialplan.com/schedule

Free, no obligation; about 30 minutes, by video or phone.


[Book with Todd Smurl, CFA](https://integrityfinancialplan.com/schedule). We confirm by email.

## 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: Todd manages your investments and works with you on agreed planning priorities. You agree on responsibilities for next steps and review progress within the scope of the relationship.

The introductory meeting is a chance to discuss your goals and questions and see whether working together makes sense. If you choose to continue, we’ll agree on the information needed and how to share it securely.

Please do not send account numbers or sensitive documents through the contact form.