Schedule a Call

We’re here to help you retire happier.

friends in retirement

Get that financial peace of mind and confidence you have been searching for

Schedule a 15-minute Introductory Call

Schedule your introductory call with a team member using the calendar below. During this time, we’ll get to know you and explore your unique needs.

Here’s how it works:

  • We’ll meet via phone to talk about your current financial situation and goals.
  • We’ll identify your questions, concerns and options.
  • We’ll lay out your next best steps.


Plan First Wealth will guide you in aligning your money with your values so you can focus on what matters most in life. Because we work best with those desiring cross-border retirement planning and US-UK wealth management, our services and fees are structured for a long-term relationship.

Whether you’re asking questions about when you can retire, how to manage your wealth, avoid paying high and unnecessary taxes, or having enough to leave the legacy you want for your family and community, we’re here to help.