Let's Talk
Ready to get started?
A 30 minute call is all it takes. No prep, no pitch, just an honest conversation about where you're at.
Not sure where to start?
Take the 60 second Fit Quiz first.
Four questions. See if Golden Acre was built for someone like you. No commitment required.
Take the Fit Quiz →Already know you're ready? Book a free call directly
Preferred next step
Book a Free Intro Call
30 minutes on Zoom. We learn about your situation, you ask your questions, and we tell you honestly if we're the right fit.
Schedule on Zoom →
Or reach out directly
Send a message
Prefer to send a note first? We reply within one business day.
Email Aaron →or call (480) 916-9554
The Process
What happens next
01
Take the quiz or book a call
60 second quiz to confirm fit, or jump straight to a 30 minute Zoom. No prep required.
02
We learn about you
We ask about your situation and goals. A real conversation, not a sales script.
03
Honest answer
We tell you if we're the right fit. If we're not, we'll point you somewhere better.
Common Questions
Before you reach out
Is there a minimum account size?
No minimum. If the situation is a good fit, we'll work together regardless of account size.
What does the first call actually look like?
Casual, 30 minutes on Zoom. We ask about your situation and goals. You walk away knowing whether Golden Acre makes sense for you.
Do I need to bring anything?
Nothing required. Show up empty handed and we'll still have a useful conversation.
How is Golden Acre different from my current advisor?
We're fee-only and fiduciary. Zero commissions, ever. And Aaron is an Enrolled Agent who handles your taxes too, so your investment and tax strategy are always coordinated.