Let's Talk

Book your Opening Faceoff.

These opening faceoff calls are low pressure. I do a lot of listening to understand where I can best help. 30 minutes. No pitch.

What to expect

  1. 1

    Book the call

    Pick a 30-minute slot that works for you. We'll send a confirmation with a video link.

  2. 2

    We listen

    Tell us about your career stage, financial situation, and what's on your mind. No forms. No intake questionnaire.

  3. 3

    We explain the model

    You'll understand exactly what we do, what we charge, and whether we're the right fit — in plain language.

  4. 4

    You decide

    No pressure. No follow-up sequence. If it's right, we move forward. If it's not, you'll still leave with value.

Opening Faceoff Call

30 minutes with Josh St. Laurent, CFP®

Book Now

You'll be redirected to our scheduling page.

After you book your Opening Faceoff call, you'll receive:

  • Meeting details with calendar invite
  • A short prep questionnaire (5 minutes)
  • What to expect during our 30 minutes together

The first call is just a conversation. No pitch. No pressure. I'll ask about your situation, explain how we play the financial specialist position, and we'll both decide if it's a fit. If it's not, I'll tell you. If it is, we'll talk about next steps.

Prefer email? Reach Josh directly at josh@topshelfprivatewealth.com