Request a Conversation

An unhurried hour.

No preparation is required, and nothing is pitched. Bring your questions and both decision-makers. We will bring ours.

What to Expect

Three things worth knowing first.

Both of You
We ask that spouses and partners attend together. The conversation is about your whole picture, and half the picture is not enough. If a time does not work for both of you, we will gladly find one that does.
Questions First
Expect to be asked things you may not have been asked before. Expect no recommendations in the first meeting. Anything worth recommending deserves the whole picture, and that takes more than one conversation.
A Clear Next Step
You will leave knowing whether the work is worth doing and what an engagement would involve. No obligation attaches to the hour, and the decision is yours to make at your own pace.
The Calendar

Choose a time.

A confirmation will follow shortly, along with a short note on how to make the most of the hour.

The Office

On Zoom, or a block off the square in downtown Wooster.

Most conversations happen over Zoom, with families anywhere in the country. Both of you on camera, and a quick tech check before we begin.

201 E Liberty St, Suite 100B, Wooster, Ohio 44691

(330) 201-8760  ·  james@cascade.financial

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