Let's have the first conversation.
No preparation, no obligation. Call, email, or send a note below and I'll come back to you within a business day to find a time that works for both of you.
(407) 820-6064Call or text. If I'm with a client I'll call back the same day.
Brad.Peil@schwab.comEmail works well for sharing documents ahead of a meeting.
Orlando, FloridaIn person at Schwab's Orlando branch, or by video if that's easier for the two of you.
1You reach outPhone, email or the form. Tell me roughly what's on your mind, or don't. Either is fine.
2We find an hourIn person or on video, with both of you if there are two of you. I'll send a short note on what we'll cover.
3We talkAbout where you are, what's coming, and what you're each worried about. You'll leave with at least one thing worth doing, whatever you decide about working together.
Send a note
A sentence or two is plenty. I read every one of these myself.
Thank you.
Your note is on its way and I'll be in touch within a business day. If it's easier, you can also call me directly at (407) 820-6064.