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What to expect from our first conversation

Our first conversation is a 30-minute, no-cost consultation. It's simply a chance to get to know each other.

Who you'll speak with

You'll talk directly with one of our partners, Phil Nichols or Dave Evans, not a call center. Wealth advisory and investment conversations are with Dave Evans, an Investment Adviser Representative of Sequent Planning, LLC.

What we'll discuss

• Your family, business, or land, and what matters most to you
• The decisions in front of you: succession, retirement, benefits, protection, or legacy
• Whether Black Oak Consulting or Black Oak Wealth Advisory may be a fit. These are separate services with separate agreements.

What happens next

If it looks like a good fit, we'll set up a second meeting to talk through scope and next steps. There's no obligation, and you decide whether to move forward.