Request a Consultation

Start the conversation

Tell Joshua a little about your situation. Every request is read personally — there is no call center and no sales script.

What happens next

You share the essentials

A few details about your situation and what you're weighing.

Joshua's team replies

Joshua or his team responds to every request within two business days.

An unhurried conversation

The first meeting is about understanding your situation — not a product presentation.

Content on this site is for informational purposes only and does not constitute individualized investment, tax, or legal advice. Investing involves risk, including the risk of loss.

Your details go directly to Joshua's practice and are never sold or shared. This form is not for account transactions or time-sensitive trading instructions.

Refer a Friend

Introduce us

We appreciate the opportunity to help your friends or family members think clearly about a major financial decision.

When you refer someone, they receive a short personal note introducing Joshua's work and a link to request a complimentary initial consultation if they choose. You'll get a thank-you note confirming it went out.

Your friend's information

All fields are required.

Your information

All fields are required.

Your friend receives one plain-text introduction with a link to Joshua's website. There is no obligation, and their details are never sold or shared.