Speak with a fiduciary advisor — no sales pitch, no obligation

What to expect when you reach out

When you contact Betajbeta, a member of our team will respond within one business day. We will ask a few brief questions by email to understand where you are in the retirement planning process, and then arrange a 30-minute introductory call or in-person meeting at our Sparks Street office. There is no charge for this first conversation, and there is no pressure to engage us afterward. If we are not the right fit — because your situation falls outside our focus areas, or because you would benefit from a different type of advisor — we will tell you directly and, where appropriate, suggest who might serve you better.