Contact

Book a 45 minute intro.

There is no fee and no sales deck, and nobody will chase you afterward. You bring the question that keeps you up. We tell you in the room whether we can help, what it would cost and, if not us, who to call.

Second floor office windows lit warm above a tree lined main street at blue hour

The form

Tell us one thing.

A name, a way to reach you, and what is on your mind. Noor replies within one business day with two or three times for the intro.

Phone or email. Whichever you actually answer.

We reply within one business day. We will not add you to a newsletter or share your details.

Visit

Upstairs, above the bakery.

15 N Santa Cruz Ave, Suite 300
Los Gatos, CA 95030
Monday to Friday
8am to 5pm
Saturday
By appointment
Sunday
Closed

What to expect

The intro, minute by minute.

  1. Minutes 0 to 10: you talk, we take notes. What brought you in, what the date in your head is, what you have tried.
  2. Minutes 10 to 30: we ask about accounts, income, equity, family and the documents you have. Rough numbers are fine. Nobody needs a statement for the intro.
  3. Minutes 30 to 40: we tell you which services fit, roughly where the fee would land on the published schedule, and what the first eight weeks would look like.
  4. Minutes 40 to 45: you decide nothing. We send a written summary and the Discover checklist the same day. If it is a fit, you book meeting one when you are ready.

Bring a partner if the money is shared. Plans written for one half of a couple do not survive contact with the other half. If you would rather meet by video for the intro, say so in the form and Noor will send a link.

Accessible entrance and elevator at the rear of the building from the town lot. The meeting room is step free.