The Rational Reminder Podcast · Thursday, July 30, 2026
PWL Capital is encouraging potential clients to reach out for initial consultations, stating that they do not charge for these meetings. The firm prides itself on not being 'salesy' and aims to equip individuals with the information needed to make informed decisions about their financial planning, even if that means not working with PWL.
“We don't charge for initial consultations.”
“I think we pride ourselves in not being salesy when we're meeting with potential new clients.”
“I would encourage people just if you've wondered about what it's like, how much it costs, which is part of the questions that I was seeing online, but also what the services are and what it feels like to work with us, I would encourage people to just reach out.”