Book Your Discovery Call
Book Your Discovery Call
Let’s talk about what’s important to you not what we’re trying to sell.
Let’s talk about what’s important to you not what we’re trying to sell.
Welcome Message
This isn’t a sales call. It’s a conversation.
Whether you’re feeling unsure, stuck, curious, or ready to take control of your finances, this
Discovery Call is designed to help you get clarity on your next best step.
Welcome Message
This isn’t a sales call. It’s a conversation.
Whether you’re feeling unsure, stuck, curious, or ready to take control of your finances, this
Discovery Call is designed to help you get clarity on your next best step.
What to Expect (Step-by-Step)
01
We’ll ask what brought you here.
No pressure. Just an open conversation about what’s on your mind.
02
We’ll listen first.
We want to understand what matters most to you — your goals, challenges, and priorities.
03
We’ll share how we work.
We’ll briefly explain how our fiduciary approach, service models, and H.I.M.E.™ framework align with your needs.
04
You’ll leave with clarity.
Whether we move forward or not, you’ll walk away with insight and next steps you can use.
What to Expect (Step-by-Step)
01
We’ll ask what brought you here.
No pressure. Just an open conversation about what’s on your mind.
02
We’ll listen first.
We want to understand what matters most to you — your goals, challenges, and priorities.
03
We’ll share how we work.
We’ll briefly explain how our fiduciary approach, service models, and H.I.M.E.™ framework align with your needs.
04
You’ll leave with clarity.
Whether we move forward or not, you’ll walk away with insight and next steps you can use.
What to Expect (Step-by-Step)
01
We’ll ask what brought you here.
No pressure. Just an open conversation about what’s on your mind.
02
We’ll listen first.
We want to understand what matters most to you — your goals, challenges, and priorities.
03
We’ll share how we work.
We’ll briefly explain how our fiduciary approach, service models, and H.I.M.E.™ framework align with your needs.
04
You’ll leave with clarity.
Whether we move forward or not, you’ll walk away with insight and next steps you can use.
Who Is This Call For?
Who Is This Call For?
What This Call Is Not
What This Call Is Not
You want to work with a real fiduciary
It's not a sales pitch
You’ve tried DIY but need more clarity or confidence
It's not a product demo
You’re curious about your H.I.M.E.™ results
It's not a guilt trip about where you'v been financially
You want honest advice from someone who actually listens
It's a judgement-free space to get guidance
You’re ready to stop avoiding your money and start doing something about it
You want to work with a real fiduciary
It's not a sales pitch
You’ve tried DIY but need more clarity or confidence
It's not a product demo
You’re curious about your H.I.M.E.™ results
It's not a guilt trip about where you'v been financially
You want honest advice from someone who actually listens
It's a judgement-free space to get guidance
You’re ready to stop avoiding your money and start doing something about it
Who Is This Call For?
You want to work with a real fiduciary
It's not a sales pitch
You’ve tried DIY but need more clarity or confidence
It's not a product demo
You’re curious about your H.I.M.E.™ results
It's not a guilt trip about where you've been financially
You want honest advice from someone who actually listens
It's a judgement-free space to get guidance
You’re ready to stop avoiding your money and start doing something about it
You want to work with a real fiduciary
It's not a sales pitch
You’ve tried DIY but need more clarity or confidence
It's not a product demo
You’re curious about your H.I.M.E.™ results
It's not a guilt trip about where you've been financially
You want honest advice from someone who actually listens
It's a judgement-free space to get guidance
You’re ready to stop avoiding your money and start doing something about it
What This Call Is Not
What Happens After This Call?
We believe in transparency. So here’s what comes next:
• You’ll receive a simple follow-up email (no drip campaigns)
• You’ll get our honest recommendation on whether we’re the right fit
• You’ll have the option to review our ADV Part 2A and service options without pressure.
What Happens After This Call?
We believe in transparency. So here’s what comes next:
• You’ll receive a simple follow-up email (no drip campaigns)
• You’ll get our honest recommendation on whether we’re the right fit
• You’ll have the option to review our ADV Part 2A and service options without pressure.
What Happens After This Call?
We believe in transparency. So here’s what comes next:
• You’ll receive a simple follow-up email (no drip campaigns)
• You’ll get our honest recommendation on whether we’re the right fit
• You’ll have the option to review our ADV Part 2A and service options without pressure.
Personal Note From Marco
"I’ve never felt more comfortable talking about my finances. The call gave me clarity I didn’t even know I needed."
Marco L. Johnson
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
UI Blox has revolutionized my design process. It's intuitive and saves me so much time!
Jillie Bernard
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
"I’ve never felt more comfortable talking about my finances. The call gave me clarity I didn’t even know I needed."
Marco L. Johnson
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
UI Blox has revolutionized my design process. It's intuitive and saves me so much time!
Jillie Bernard
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
"I’ve never felt more comfortable talking about my finances. The call gave me clarity I didn’t even know I needed."
Marco L. Johnson
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
UI Blox has revolutionized my design process. It's intuitive and saves me so much time!
Jillie Bernard
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
"I’ve never felt more comfortable talking about my finances. The call gave me clarity I didn’t even know I needed."
Marco L. Johnson
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
UI Blox has revolutionized my design process. It's intuitive and saves me so much time!
Jillie Bernard
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
Testimonial Disclaimer: Testimonials reflect individual experiences and may not be
representative of all client outcomes. No compensation was provided.
Personal Note From Marco
"I’ve never felt more comfortable talking about my finances. The call gave me clarity I didn’t even know I needed."
Marco L. Johnson
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
UI Blox has revolutionized my design process. It's intuitive and saves me so much time!
Jillie Bernard
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
"I’ve never felt more comfortable talking about my finances. The call gave me clarity I didn’t even know I needed."
Marco L. Johnson
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
UI Blox has revolutionized my design process. It's intuitive and saves me so much time!
Jillie Bernard
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
"I’ve never felt more comfortable talking about my finances. The call gave me clarity I didn’t even know I needed."
Marco L. Johnson
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
UI Blox has revolutionized my design process. It's intuitive and saves me so much time!
Jillie Bernard
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
"I’ve never felt more comfortable talking about my finances. The call gave me clarity I didn’t even know I needed."
Marco L. Johnson
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
UI Blox has revolutionized my design process. It's intuitive and saves me so much time!
Jillie Bernard
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
Testimonial Disclaimer: Testimonials reflect individual experiences and may not be
representative of all client outcomes. No compensation was provided.
Personal Note From Marco
"I’ve never felt more comfortable talking about my finances. The call gave me clarity I didn’t even know I needed."
Marco L. Johnson
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
UI Blox has revolutionized my design process. It's intuitive and saves me so much time!
Jillie Bernard
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
"I’ve never felt more comfortable talking about my finances. The call gave me clarity I didn’t even know I needed."
Marco L. Johnson
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
UI Blox has revolutionized my design process. It's intuitive and saves me so much time!
Jillie Bernard
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
"I’ve never felt more comfortable talking about my finances. The call gave me clarity I didn’t even know I needed."
Marco L. Johnson
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
UI Blox has revolutionized my design process. It's intuitive and saves me so much time!
Jillie Bernard
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
"I’ve never felt more comfortable talking about my finances. The call gave me clarity I didn’t even know I needed."
Marco L. Johnson
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
UI Blox has revolutionized my design process. It's intuitive and saves me so much time!
Jillie Bernard
Founder & CEO
Absolutely love UI Blox! The clean design and ease of use are unmatched.
David Miller
Lead Software Engineer
Testimonial Disclaimer: Testimonials reflect individual experiences and may not be
representative of all client outcomes. No compensation was provided.
Let's start a conversation.
No pressure, no jargon. Just clarity and next steps.
No pressure, no jargon. Just clarity and next steps.
No pressure, no jargon. Just clarity and next steps.
All sessions are confidential and obligation-free.
Let's start a conversation.
No pressure, no jargon. Just clarity and next steps.
No pressure, no jargon. Just clarity and next steps.
No pressure, no jargon. Just clarity and next steps.
All sessions are confidential and obligation-free.
Let's start a conversation.
No pressure, no jargon. Just clarity and next steps.
No pressure, no jargon. Just clarity and next steps.
No pressure, no jargon. Just clarity and next steps.
All sessions are confidential and obligation-free.
Compliance Note:
Intentional-Growth Advisors, LLC is a fee-only Registered Investment Adviser in Virginia.
This call does not create a client relationship or constitute investment advice.
We will never sell you products or receive commissions. All conversations are private.
Intentional-Growth Advisors, LLC is a fee-only Registered Investment Adviser in Virginia.
This call does not create a client relationship or constitute investment advice.
We will never sell you products or receive commissions. All conversations are private.