Schedule a Meeting
Please select a date and time for us to speak on the phone, so we can discuss how Hoxton Planning and Management can best serve you.
What to Expect on the Call
We Listen First
The first call isn’t about us explaining what we do — it’s about understanding your situation. We’ll ask about where you are financially, what’s working, what’s keeping you up at night, and what you’re hoping to accomplish. That context shapes everything that follows.
No Commitment Required
A discovery call is exactly that — a discovery. There’s no obligation to become a client, no paperwork, and no fee. If it’s a good fit on both sides, we’ll talk about next steps. If it’s not, we’ll tell you honestly and point you in the right direction.
Who We Work With
We primarily serve adults 50 and older who are within 10 years of retirement or already in it — people in the Shepherdstown, Hagerstown, Martinsburg, Charles Town, and Winchester area who want a fiduciary advisor they can trust to give them straight answers. If that’s you, we’d like to meet.
Prefer to send a message before scheduling? Visit our contact page to reach out by email or explore other ways to get in touch.