Ready to explore your financial goals, priorities, and investment strategy? Call us to schedule a discovery consultation. As a fee-only firm, we provide clear, objective guidance—free from commissions or hidden incentives.
To schedule a consultation, please call us directly. This allows us to understand your needs and find a time that works best for you.
Consultations are billed at our standard hourly rate of $350 per hour. Workshops and seminars with three or more participants are billed at $200 per hour.
Consultations include personalized guidance based on your situation. However, they do not establish an ongoing advisory relationship unless agreed upon in writing. There's no obligation to engage beyond your consultation.
Available Monday through Friday, 9:00 AM - 5:00 PM ET
You can also reach us by email at matthew.engel@aturancapital.com
Give us a call at (631) 848-4135 to discuss your needs and schedule a convenient time.
During our initial conversation, share any topics or questions you'd like to cover in your consultation.
Receive an email confirmation with meeting details, including date, time, and preparation suggestions.
Join the session to review your situation and discuss tailored strategies or next steps.
To make the most of our time together, consider gathering the following information before your appointment. You don't need everything on this list—bring what's relevant to your situation.
Recent statements from your investment accounts, retirement accounts (401(k), IRA), and brokerage accounts. These help us understand your current holdings and allocation.
Think about your primary objectives: retirement planning, saving for education, building wealth, generating income, or other goals. A rough timeline for each goal is helpful.
A general sense of your income, expenses, and how much you can save or invest regularly. Exact figures aren't required for an initial consultation.
Write down any specific questions or concerns you'd like to address. This ensures we cover what matters most to you during our session.
Don't worry if you don't have everything ready. We can discuss what information would be most helpful during our call.
Call us today or send an email for more information.