A 30-minute introduction
Bring the question that keeps returning.
A focused conversation about what is changing, what good advice would need to solve, and whether Harbor is the right relationship. No pitch. No obligation.
Choose a time
A useful first conversation.
Use the availability preview to see how a live calendar fits here, or write first below.
Do not send account numbers, tax documents, passwords, or other sensitive information through a public scheduler.Availability preview
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Available times30 minutes
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Prefer to write first?
Send a note and Harbor will reply with times.
Share the decision or transition that prompted you to reach out.
What to expect
Before the call.
A few practical answers so the conversation can begin in the right place.
Do I need to prepare anything?
No documents are required. It is useful to know the main decision, approximate timing, and what you want from an advisory relationship.
Will we discuss investments?
We may discuss the role investments play in the broader situation, but the intro call is not a portfolio recommendation or product pitch.
What happens afterward?
If the fit looks promising, Harbor explains scope, fees, and a suggested next step. If another kind of professional is likely more useful, you will receive a direct answer.