Free intro call

Book a free 30-minute call with Aaron.

Golden Acre Wealth Management is a fee-only fiduciary financial planning firm in Scottsdale, Arizona. On the call, you talk through your situation and Aaron Randak, CFP®, EA, tells you whether Golden Acre is the right fit.

Pick a time or call (480) 916-9554
  1. 1Pick a time
  3. 2Enter your name and email
  5. 3Zoom emails your link

About a minute. Opens Aaron’s Zoom calendar in a new tab. Times show in Arizona time, and Zoom converts them to yours.

Aaron Randak, CFP®, EA
Aaron Randak, CFP®, EAYou talk with Aaron directly.
Length
30 minutes
Cost
Free, with nothing to buy
Where
Zoom video, from anywhere
Bring
Nothing required
Intro callNothing is signed
On the call

Thirty minutes, three parts.

  1. Minutes 0 to 10

    You tell Aaron what’s going on

    Retirement timing, an inheritance, a tax question, or a plan you want checked. Start wherever it makes sense to you.

  2. Minutes 10 to 20

    Aaron explains how Golden Acre would approach it

    He asks a few questions and walks through how planning, investments and taxes fit together. Recommendations come later, once you decide to work together.

  3. Minutes 20 to 30

    You decide on a next step

    If Golden Acre is a fit, you talk about what working together looks like. If it isn’t, Aaron will say so.

Pick a time Free. Nothing is signed on the call.
After the call

If you decide to go ahead

  • Aaron sends Golden Acre’s Form ADV Part 2A and the advisory agreement for you to read before anything is signed.
  • You gather statements for the accounts you want reviewed. Aaron tells you exactly which ones.
  • You and Aaron agree on what the plan covers and what it costs before any work begins.
  • Planning starts with the questions you raised on the first call.
Before you book

Common questions

Is the first call really free?
Golden Acre Wealth Management’s intro call is free, with nothing to buy and no obligation. It is a conversation about your situation and whether Golden Acre is the right fit.
What should I bring?
Nothing is required. When you book, the form asks what prompted you to reach out. One sentence is plenty.
Do I need a minimum amount invested?
Golden Acre Wealth Management has no account minimum. The fee schedule is published on the Services & Pricing page, and fees are negotiable.
What time zone are the times in?
The calendar shows Arizona time, which does not change for daylight saving. Zoom converts each time to your own time zone when you book.
Can we talk by phone instead of Zoom?
Yes. Call Aaron Randak directly at (480) 916-9554, or book a Zoom time and mention in the notes that you would rather talk by phone.

Check Aaron’s credentials

More about Aaron →
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Ready when you are

Pick a time that works for you.

Thirty minutes on Zoom with Aaron. Free, and nothing is signed.

Pick a time

Not ready to talk? Take the 60-second fit quiz.