Contact
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Three ways to start.
Most advisors start with an audit. If you’re ready to talk specifics, book an intro call. Everyone else: email works.
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01
Intro Call
For firms ready to scope an engagement.
Book a 45-minute call.
Direct calendar link. We’ll confirm fit, discuss timeline and investment, and decide if there’s a next step.
15 minutes · Video call
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02
Press · Partners · Speaking · Everything else.
josh@thefinartist.com
Anything that isn’t a client engagement: hit me directly.
Response within 2 business days
