Start a Conversation

Thoughtful financial decisions begin with a conversation.

Tell us what brings you here. This short form helps Kintail Advisors understand your goals and determine whether an advisory relationship may be a good fit.

The Conversation

Designed to understand the bigger picture.

An introductory consultation is a starting point for learning about your circumstances and the decisions you are considering. It is not a financial plan or a recommendation.

Discuss the goals or financial questions that prompted you to reach out
Learn how Kintail approaches investment management and financial guidance
Identify whether additional information or a more detailed review may be appropriate

Before You Submit

Keep the first step simple.

You do not need to upload statements, provide account numbers, or assemble a complete financial history before requesting a conversation.

Use broad estimates where the form asks for financial context
Do not send confidential account credentials or Social Security numbers
Submitting the form does not obligate you to engage Kintail Advisors

Request a Consultation

What would you like to discuss?

Please provide a few basic details below. Do not include account numbers or other sensitive financial information.

First name *

Last name *

Email *

Phone

State *

Relationship to Kintail *

What would you like to discuss? *

Approximate investable assets

Optional. A broad estimate is sufficient.

Preferred follow-up

Anything else we should know? *

Please do not submit sensitive information. Do not include Social Security numbers, account numbers, passwords, tax identification numbers, or other confidential account credentials.

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By submitting this form, you are asking Kintail Advisors to contact you regarding your inquiry. Submission does not establish an advisory relationship or constitute individualized financial, investment, tax, legal, or accounting advice. Advisory services are offered only pursuant to a written advisory agreement. Please review our Privacy Policy.

What Happens Next

A simple path from introduction to next step.

The purpose of the first conversation is to understand why you reached out, answer initial questions about Kintail Advisors, and determine whether it makes sense to continue the discussion.

Share the reason for your inquiry.

Tell us what you are thinking about and provide enough context for an introductory conversation. Detailed statements and account information are not needed at this stage.

Kintail reviews the request.

Your consultation request is routed with the service and source context you provide so the follow-up begins with a clearer understanding of what brought you to Kintail.

Continue if it makes sense.

If appropriate, we will discuss next steps and provide additional information about the firm's advisory services, process, fees, and required agreements.

Kintail Advisors Algonquin Office

333 West Point Circle
Algonquin, Illinois 60102

Contact Speak with Kintail Advisors (779) 222-6450 patrick@kintailadvisors.com