Start with a Conversation
A 20-minute Fit Call to understand where you are and what’s possible
This is simply a conversation to understand where you are and what questions you’re starting to ask.
No preparation needed. No pressure to move forward.
Not ready for a call yet? Take the Retirement Readiness Quiz to see where planning gaps may exist and what to address first.
- Office: 949.305.5836
- Text: 949.710.2759
- 28202 Cabot Road, Suite 300
Laguna Niguel, CA 92677 - Mon - Fri By Appointment
- CA Insurance License # 0F95094
If you’d prefer, you’re always welcome to reach out with a quick question first. Most people use this option when they’re not quite sure what the next step is, but know they should start thinking about it. Use the form below.
Frequently Asked Questions
Read the FAQNothing is required for the Fit Call. For your first full planning meeting, helpful items may include recent investment statements, income information, retirement contributions, a tax return, and a list of goals or concerns. We’ll guide you through the process. No need for perfection.
Yes. Sentient Financial is based in Laguna Niguel and works with clients throughout Orange County and Southern California, both in person and virtually. We also serve clients across the country through secure virtual meetings, so whether you prefer a local relationship or a fully remote planning experience, you receive the same fee-only fiduciary guidance and retirement-focused planning process.
We typically respond to emails and phone calls within 24–48 hours, and often sooner. Clear communication and accessibility are core parts of our client experience.