Request a Conversation

Request Your Free Discovery Meeting

Start with a 30–60 minute conversation about you, your goals and what matters most. James will respond within one business day to arrange a time.

Choose phone, video or an in-person appointment in Crown Point, Indiana. Submitting this form does not reserve a meeting time.

Please keep messages general. Do not include account numbers, Social Security numbers or financial documents.

First Name

Last Name

Phone

Preferred meeting format (optional)

What would you most like to discuss? (optional)

Address

What days work best for you? (optional)

Monday

Tuesday

Wednesday

Thursday

Friday

What time works best for you? (optional)

Morning

Afternoon

Evening

How did you hear about us?

What retirement question would you most like to discuss? (optional)

Thank you. Your request has been received. James will respond within one business day to arrange your free discovery meeting. There was a problem with the form submission. Please try again, or call (219) 400-0485.

What to Expect in Your Discovery Meeting

This first conversation is free. We get to know you, your goals and what matters most. We will walk through your current financial picture and begin identifying opportunities to strengthen your foundation. No recommendations yet—just a clear understanding of where you are and where you want to go.

James will respond to your request within one business day. We will confirm your meeting format and appointment details together.

Prefer to contact James directly? Call (219) 400-0485 or email James@MehokWM.com.