Let's talk

A free 30-minute conversation. In person around Apex and Cary, or by video. No cost, no pitch, nothing to prepare.

• Call or text
  919-924-6236
• Email
  chris@confiancefinancial.com
  Include a couple of times that work for you and we'll confirm one.
• Where
  New Hill, North Carolina. Meetings by appointment across Apex, Cary, Holly Springs, Raleigh, Chapel Hill and Durham.
• Current clients
  Client portal login

What the first conversation looks like

You tell us what's on your mind. Maybe it's one nagging question, maybe it's a general sense that things aren't organized. We'll ask a few questions, explain how we'd approach it, and give you an honest answer about whether we're the right fit. If we're not, we'll say so and point you somewhere useful.

You don't need to bring statements or prepare anything. If we decide to work together, we'll set up a second meeting and send a short list of what to gather.

When you call or write, you reach the advisor directly. Not an assistant, not a call center. If we're with a client, you'll hear back the same day.