Are you ready to schedule your initial discovery consultation with Integritas Financial Planners? Fill out the form opposite to get started.

All new clients are offered an initial discovery meeting – it’s free of charge and without obligation.

We feel this is important so that you can be confident that you’ll be comfortable working with us – and so that we can be sure that we can deliver value in helping you achieve your goals and objectives.

During this meeting, we’ll discuss:

  • Your current financial circumstances
  • Where you want to be financially, and in what timeframe
  • Some options to help you achieve your objectives
  • How we charge our clients

If this is of interest, please fill out the form opposite to get started.


Your phone number and email address are for internal use only, and will not be passed on to third parties. We take our clients’ privacy very seriously.