Where questions turn into understanding, and silence into clarity
Some conversations need more than words on a screen. We're not collecting inquiries—we're opening a path for families who need context before committing their future to numbers.
This isn't automated. You won't receive templates. What follows after you write depends entirely on what you're actually navigating.
How we remain accessible
Fredericton, NB E3A 2Y6
Canada
Begin a thread with us
Context for what follows after reaching out
These aren't decorative. They represent the two environments where family financial planning actually happens—reflective spaces where complexity gets examined, and collaborative moments where decisions take shape.
What unfolds once you've written
There's a sequence to how we handle incoming conversations. It isn't instant, but it's deliberate—and families usually appreciate knowing what happens between sending and hearing back.
Your message arrives in our system
Within minutes, what you've written lands in a workspace monitored by actual people. Nobody reads it instantly—we're a small operation—but it's visible to the team who'll eventually respond.
Someone with context reviews what you've shared
Usually happens same day, sometimes the next morning. We're not sorting inquiries by urgency—we're matching your situation to whoever on our team has actually worked through similar family scenarios.
You receive a response that's been thought through
Expect this within 24 hours on weekdays. The reply won't be generic—it'll address what you specifically described. If your situation needs a conversation rather than written exchange, we'll suggest scheduling one.
Dialogue continues if that's what helps
Some families need one exchange. Others benefit from a back-and-forth that gradually clarifies their position. There's no template for this—we respond to what you're actually navigating, not what fits our process.
When you can expect to find us responsive
We don't operate around the clock, and we're transparent about when written exchanges actually get attention. These windows reflect when our team is actively monitoring incoming conversations and capable of providing thoughtful responses.