Schedule a Discovery Call
30 minutes. No cost. No obligation. Just an honest conversation about your financial goals.
What to Expect
Your discovery call is a free, 30-minute conversation with Michael White, CFP®. There's no sales pitch, no pressure, and no obligation. It's simply an opportunity to discuss your financial goals and see if Summit Financial Planning is the right fit.
Michael will ask about your current situation, listen to your concerns, and share his initial perspective on how he might help. If it's a good fit, he'll outline the next steps. If it's not, he'll tell you that too.
Michael is a fee-only fiduciary. There is never a cost for your initial consultation, and he will never sell you a product or earn a commission.