There is nothing more important in the financial planning process than the power of conversation.

It's fair to say that great relationships begin with both trust and mutual understanding and our only goal in beginning the conversation is to reach those two milestones.

Every client is unique, we've said that before on various parts of our website and truth-be-told, financial planning firms are unique too. Our work in conversation allows for us to become more intimate with your specific needs, wants and desires that you'll use to define success in your unique process. It's also important for you to more intimate with our methods, time frames, pricing and overall services.

We honor this time of conversation as the key part of our learning. As always, these initial conversations are provided for you at no cost or obligation.

Please use this form below to complete your request for an initial meeting, to be held at your convenience.

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    Please Note: 

    This form and the information contained in it, will be used to establish a contact record in our firm's database. This information, as well as any other information that you might share with us, will become part of your contact record and will be used exlcusively for the evaluation of services.

    Should you decide utlimately not to move forward your information will be deleted in its entirety upon request. Barry Capital does not share or sell any information of this type at any time or under any circumstances.

    If you choose, we will, upon your request, cease contacting you for purposes of your becoming a client. You can however, elect to have us keep your information in our contact roles in "active" status. This would allow for you to have password protecte access to certain information resources that will be part of our website. We will also continue to include you in our educational and informational email campaign, allowing for you to continue tor receive updates and information on financial planning and wealth management topics as well as seminar and webinar invitations.

    In this way we hope to keep both the importance of proactively planning your future and Barry Capital foremost in your mind. And, we'd like to think that if you decide at some future point to reconsider personal advisory services, that you would again consider giving us the privlidge of serving you.