Initial call: 15-20 minutes
A short phone or video call so we both get a feel for fit. You describe what you're working through. We share what the practice does and doesn't handle.
Schedule a financial consultation with a fiduciary CFP at Intercoastal Wealth Planning. No-cost initial conversation, no obligation. Boca Raton and Plantation offices, plus video for non-local clients.
A short phone or video call so we both get a feel for fit. You describe what you're working through. We share what the practice does and doesn't handle.
If the first call goes well, we schedule a longer in-person or video meeting. Document review, deeper questions, a clearer sense of what the planning relationship would look like.
After the discovery meeting we build a draft plan with the first set of decisions. We present it back, you ask questions, we adjust.
Once we engage, the rhythm is typically quarterly meetings, plus access between meetings for questions that come up. The work compounds over years.
We meet on a real cadence, usually quarterly. The plan flexes as your life and the tax code change. Most relationships span decades.
Offices in Boca Raton and Plantation, plus licensed in all 50 states. Existing clients keep us when they move.
Use the form on this page (or the one in the page header) to share the basics. We'll respond the same business day with available consultation times.
If you prefer to call directly, our number is 954-809-3553. Office hours are Monday to Friday, 8:30 AM to 4:30 PM ET.
We work with families and individuals at household incomes of $250,000 or above, plus business owners, professional women, widows, divorcees, and inheritors at similar wealth tiers. The planning approach is built for clients who want a long-term coordinated relationship.
If your situation falls outside this profile, we'll tell you honestly during the first call and, where helpful, refer you to a different kind of practice that fits better.
You don't need to gather anything for the first call. For the discovery meeting that comes after, the following information helps us be useful faster:
None of this is required to book. The first conversation is short and doesn't need documents. We gather details once we both decide to move forward.
If you want to understand the practice before the first call:
Who's behind the practice.
See about our team →What being a fiduciary requires of us.
See the fiduciary standard →How we're paid.
See fee-based vs. fee-only →If you see yourself in one of these audiences, the planning approach probably fits:
For clients in their 40s, 50s, and early 60s coordinating the Social Security decision, Medicare timing, Roth conversion windows, and the income plan that follows.
For founders and owners. The planning runs from operating the business through eventual transition or sale.
For C-suite leaders with concentrated equity, deferred compensation, and the planning that comes with senior roles.
For clients receiving an inheritance, sudden or expected. Help making steady decisions in a moment when steady is hard.
For women in their career-building years working through equity comp, executive comp, and the planning that supports both.
For women rebuilding financial independence after divorce. Coaching, accountability, and a real plan for what's next.
For women facing financial decisions for the first time after the loss of a spouse. Patience and a step-by-step approach.
Yes. The first phone call is at no cost. The follow-up discovery meeting is also at no cost. We bill once we're engaged for ongoing planning or investment management work.
No. The form is convenient. You can also call directly at 954-809-3553 or email admin@intercoastalwealth.com. The same response time applies.
Usually within 3-5 business days for the initial call, and 2-3 weeks for the longer discovery meeting. Sometimes faster for time-sensitive situations like an imminent business sale or recent loss of a spouse.
We work with clients across all 50 states. The initial call and discovery meeting can both happen by video. Many ongoing client relationships run virtually after the first one or two in-person meetings (when geography allows them).
That's fine. Some prospective clients use the initial consultation as a second opinion on their existing relationship. We'll be honest about what we see, including when the right answer is staying where you are.
The first meeting is a conversation, not a sales pitch. We'll talk about where you are, what you're working through, and whether Intercoastal is the right fit. In person in Boca Raton or Plantation, or by video from anywhere.