Free Intro Call
Let's look at your situation — together.
One honest, no-pressure conversation about the financial picture — what's working, what's uncertain, and whether the math supports the plan. The call ends with a clearer view either way.
The person on the call is Hardik Patel, founder & advisor — not a junior planner or a sales rep.
What the call is actually like
No script. No sales pitch. Just a real conversation.
We listen first
The client does most of the talking. We want to understand the goals, the concerns, and what "done right" actually looks like.
We look at the math
A quick, honest read on the situation — taxes, income, timing — so the real opportunities become visible.
Clear next steps
Concrete next steps, whether or not we work together. No follow-up pressure, no obligation to continue.
"If a recommendation can't be explained — clearly, with the math on the page — it shouldn't be in your plan."
— Hardik Patel, Founder & Financial Advisor
The person you'll meet
Hardik Patel
Founder & Financial Advisor
Trusted Path is a fee-only fiduciary in Santa Rosa. I run a solo practice on purpose: the advisor on the intro call is the same person who builds the plan. No hand-offs, no product pitches, no hidden fees.
Before you book
Questions people usually have.
Yes — the intro call is completely free and there's no obligation to become a client. It's how we both find out whether we're a good fit before anyone commits to anything.
Nothing. No documents, account numbers, or spreadsheets are needed — just come with what's on the mind. If it makes sense to work together later, that's when we'd gather details, securely.
If it makes sense to keep going, we'll outline next steps and what it would cost — in plain numbers. If it doesn't, the call still ends with a clearer picture of the situation. Either way, there's no follow-up pressure.
Trusted Path works best with households that have meaningful financial complexity to coordinate: a tax situation that benefits from active planning, and a preference for understanding the reasoning behind recommendations. If the fit isn't clear, the intro call is designed to clarify it.
No. Meetings are by video or phone — whichever works best. In-person is available across Sonoma, Marin, and San Francisco counties; virtual clients are served across California and nationwide.
Not ready to book?
No rush. Here are quieter ways to get to know us.
Read a sample plan
See exactly what a finished plan looks like — the math worked all the way through.
Open a sample →Learn how we work
Our three-step process, fees published up front, and our investment philosophy.
See the process →Get planning insights
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