15 minutes. No pitch. Just a real conversation.
You’ll talk with Josh directly. If we’re not a fit, you’ll still leave with more clarity than you walked in with.
What to expect
You book a time
Pick any open slot. Calls are via Zoom or phone — your choice.
We talk about your life
What you’re building, what’s working, what isn’t. No questionnaires. No pre-work.
We both decide if it’s a fit
If it is, we’ll walk you through next steps. If it isn’t, you’ll still leave with clarity you didn’t have before.
Book your intro call
Pick any open slot. 15 minutes, no obligation, no follow-up spam.
Pick a TimeTypical response within 1 business day if your preferred time isn’t available.
Best fit for
- •Business owners with complex tax or entity situations
- •Real estate investors managing multiple properties or entities
- •Individuals or households with $1M+ in total net worth
- •Anyone who’s outgrown their current advisor — or never had one
Not sure if you’re a fit? Book the call anyway. 15 minutes costs nothing and you’ll leave with clarity either way.
What happens after
If we both decide it’s a fit, the next step is a Strategy & Vision meeting — a deeper conversation about your full financial picture. No commitment until you’re ready.
If we’re not the right firm for you, we’ll tell you honestly and point you to someone who is. No pressure. No follow-up spam.
Prefer email? Send us a message and we’ll respond within one business day.
josh@wealthinyourself.com195 Highway 50, Suite 205 · Zephyr Cove, NV 89448 · (415) 915-5948