A conversation is where it begins.
This is not a sales presentation. It is a 45-minute conversation between you and one of our founding partners — Charlotte or Richard — to understand your situation and determine honestly whether Meridian is the right fit.
No commitments. No obligations. Just a candid conversation about your wealth, your goals, and whether what Meridian offers aligns with what you need.
What to Expect
Before the call
You complete a short questionnaire. Charlotte or Richard reviews your responses, your Clarity Engine results (if completed), and your Quiet Wealth Profile (if completed). They arrive prepared for a peer conversation, not a discovery from scratch.
The call
45 minutes. Focused. A conversation about your financial situation, your goals, and what you are looking for in an advisory relationship. Not a pitch. We will tell you honestly if we think we can help and what that would look like.
After the call
Within 24 hours: a brief summary email of what was discussed and the suggested next steps. If the fit is strong: a proposal outline. If the fit is not yet clear: suggested reading from the Quiet Wealth Letter archive and a timeline for a follow-up.
Preparation materials
When you book, you receive a "What to Expect" document via email and an optional "Prepare Your Thoughts" one-page worksheet. Both are designed to make the conversation as useful as possible — for you and for Charlotte and Richard.
Schedule Your Discovery Call
Select your preferred advisor and complete the questionnaire below. Charlotte or Richard will review your responses before the call.
If you are not yet certain this is the right moment, the Financial Clarity Engine is a good place to start.
Fiduciary Commitment
Charlotte Westbrook (CFP®, CFA) and Richard Van Meer (CFP®, CIMA®) serve as fiduciaries. They are legally and ethically bound to act in your interest. Meridian Wealth Group is a fee-only registered investment adviser — no commissions, no proprietary products, no conflicts of interest.
Registration does not imply a certain level of skill or training. Past performance is not indicative of future results. Investments involve risk and are not guaranteed. This content is for informational purposes only and does not constitute an offer or solicitation.