Schedule a Free Call

30 minutes with one of our Stewards. No pitch, no pressure. Just an honest conversation about where you are and where you want to go.

Mike Proctor, CFP®

Founder & Lead Advisor · Wichita, KS

Lyndon Zielke, CFP®

Advisor · Wichita, KS

Bryan Looper

Investment Advisor · Pagosa Springs, CO

What to Expect

Before the Call

We'll send a brief overview of how we work so you know what to expect. No prep required on your end.

On the Call

You talk, we listen. We'll ask about your situation — where you are, where you want to go, what's keeping you up at night. Then we'll share what we think we can do.

After the Call

If it's a fit, we'll schedule a second meeting to go deeper. If it's not, we'll tell you honestly — and point you in a direction that makes more sense for your situation.

We also meet virtually for clients outside the Wichita area or those who prefer remote meetings.

Prefer to call directly?

(316) 768-7526

Your call will be matched with the best-available Steward based on your location and availability.

Have a Question First?

Send us a message and we'll get back to you within one business day.