Complimentary Discovery Conversation

Let's Build Your Financial Plan

Tell us a little about yourself, and we'll connect you with a certified financial planner for a complimentary one-hour conversation. No sales pitch - just honest dialogue about your goals.

  • 100% complimentary - no cost, no catch
  • Speak with a real CFP® planner for a full hour
  • Leave with clarity on your next steps
  • Zero obligation - you decide if we're a fit
100% Confidential
CFP® Certified

Start Your Conversation

Tell us about yourself - we'll be in touch to schedule your consultation

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We use this to send your confirmation. We never sell your information.

Please enter a valid email address, like name@example.com.

Optional. Only if you'd rather we called.

Please choose the option that fits you best.

Optional. It helps us estimate your planning fee before we meet, since the fee is based on income.

Prefer to pick your own slot?

Once you submit this form we'll send you a scheduling link so you can choose a time that suits you. You don't need to pick a date now.

100% confidential. Zero obligation. No sales pressure.

What to Expect

Your Complimentary Discovery Meeting

Here's exactly what happens - no surprises, no pressure.

1
First 45 Minutes

You Talk. We Listen.

Tell us about your situation, your goals, and what's been keeping you up at night. We ask questions and have an open conversation. No agenda, no forms to fill out before you arrive.

2
Final 15 Minutes

We Tell You About Us.

We walk you through how DesignWealth works, what the process looks like, and what working together would involve. Then you decide if it feels right. Zero obligation either way.

Common Concerns

We Get It - Here's What This Isn't

This Isn't a Sales Pitch

We listen first. The meeting is about understanding your situation, not selling you anything.

Your Info Is Secure

Everything you share is 100% confidential. We never sell your data or share it with third parties.

No Commitment Required

The conversation is complimentary. You decide after the meeting if you'd like to proceed. No follow-up pressure, no pushy emails.

Speak with a Real Planner

You'll talk to an actual CFP® certified financial planner - not a sales rep, not a chatbot, not a junior associate.

CFP®
Certified Planner
Full Service
Planning, Investments & Insurance
500+
Happy Clients
Other Ways to Reach Us

Prefer to Reach Out Directly?

No problem. Choose whichever method feels most comfortable.

Phone
(250) 595-1616
Email
info@designwealth.ca
Visit Us
By appointment only
415-2840 Peatt Rd
Victoria, BC

Quick Questions

Is the consultation really complimentary?
Yes. Completely complimentary. One full hour with a certified financial planner at no charge. There's no obligation to continue after the meeting, and we'll be upfront about everything.
What should I prepare?
Nothing is required. Just bring your questions and an open mind. If you'd like to get more out of the meeting, having a rough idea of your income, debts, and savings is helpful but not necessary.
Can my partner join the meeting?
Absolutely. We encourage it. Financial planning works best when both partners are involved. Our pricing is household-based, so couples are included by default.
What happens after the meeting?
We'll send you a brief summary of what we discussed and any initial recommendations. If you'd like to move forward, we'll outline the next steps and pricing. If not, no hard feelings - you keep the insights from our conversation.