Contact – More About You

  • The first step is easy- use the form below to send us an email:
Doug
Doug Pease, CFP(R)
  • Be sure to include your phone number so we can call you back.
  • Tell us about your general situation, questions and concerns.

  • We email a monthly ‘Fountain Pens’ note—200 words and a photo—like the ones you can click on in the margin to the right. Un-check the box below if you do not want to be on our Fountain Pens list.
  • This field is for validation purposes and should be left unchanged.

  • The second step takes a bit more time when you are ready to find out if we can be useful. Please wait to proceed until after we have had time to respond to your email from step one.
Austin
Austin Chinn, CFP(R)
Complete and submit our Questionnaire

Note that there is no fee until you have read our response and feel ready to continue.

More About Us

Doug
Manorama Pai, CFP(R)
Doug
Douglas Roesser, CFP(R)
You might like to know more about us… who we are, what we do, and how much it costs. That’s all set out in our Company Brochure, Part 2 of Form ADV2 (click to open 19 pages in a new tab). Visit our Library page for more documents and downloads.

  • Be sure to include your phone number so we can call you back.
  • Tell us about your general situation, questions and concerns.

  • We email a monthly ‘Fountain Pens’ note—200 words and a photo—like the ones you can click on in the margin to the right. Un-check the box below if you do not want to be on our Fountain Pens list.
  • This field is for validation purposes and should be left unchanged.

Complete and submit our Questionnaire

Note that there is no fee until you have read our response and feel ready to continue.