Let's Start a Conversation

We believe in taking time to understand what matters most to you. Our initial call is a relaxed, friendly conversation about your goals, priorities, and how we might work together to help you pursue financial freedom.

No pressure, no obligations—just a genuine conversation to see if we're the right fit for your financial journey.

What to Expect

Your initial call with us is designed to be quick, informative, and comfortable.

Brief and Focused

About 15 minutes to discuss your current situation, goals, and what prompted you to reach out.

Getting to Know You

We'll learn about what matters most to you and explore whether our approach aligns with your needs.

Clear Next Steps

If we're a good fit, we'll outline the next steps. If not, we'll point you in the right direction.

Schedule Your Meeting

Choose the option that fits your needs. New clients should start with an introductory call. Existing clients can select their advisor and book directly.

New to Sturkie Wealth? Book your initial call below.

 
If you don't see available times, try adjusting your date range. Our calendars update in real time.

Our Process

A clear, structured approach to help you pursue your financial goals.

1
Initial Call
2
Introductory Meeting
3
Discovery & Planning
4
Plan Development
5
Ongoing Partnership
Learn More About Our Process

Frequently Asked Questions

Common questions to help you prepare for your first meeting.

How long is the introductory call?
The initial call typically lasts about 15 minutes. It's designed to be a comfortable conversation where we learn about your goals and determine if we're a good fit to work together.
What should I prepare for the first meeting?
Come prepared to discuss what prompted you to reach out and what you hope to accomplish financially. While having account statements or financial documents is helpful, it's not required for the introductory call.
I'm an existing client. How do I schedule with my advisor?
Click the "Existing Clients" button above to access the scheduler where you can select your advisor and book your appointment directly.
Can I reschedule or cancel my appointment?
Yes. Your confirmation email will include instructions for rescheduling or canceling. If you need assistance, please contact us through our website or by phone.
Are meetings held virtually or in person?
Most introductory meetings are conducted virtually for your convenience. If you prefer an in-person meeting at our Lexington office, we're happy to arrange that after our initial conversation.
Having trouble with the scheduler? Please reach out via our contact page and we'll be happy to assist you.

Prefer to Call?

We're always happy to speak with you directly.

 (803) 386-0307 1315 N Lake Dr, Lexington, SC