- What you want to get right
- How we plan and invest
- Exactly what we charge
- Whether we’re a fit
Home / Book an intro call
New to Perfetta?
Start with a short intro call.
Pick a time that works for you. We’ll talk by phone or Zoom about what prompted you to reach out, how we work and what we charge. No preparation needed, and no obligation.
Booking opens our scheduling page on Calendly. Prefer email? Write to michael@perfettacapital.com or use the contact form.
On the call
What it isn’t
- A sales pitch
- A product recommendation
- A request for account numbers
Which describes you?
Tell us where you’re starting.
My investments and my plan
Individuals and families who want their portfolio managed and a written plan.
Our company retirement plan
Business owners starting or improving a 401(k) or similar plan.
Not ready to talk?