Contact · Schedule

SCHEDULE A CONSULTATION.

we look forward to meeting

Start with a clear conversation about your personal and financial goals. We will listen, answer questions, and explain our process. Available on Zoom in all states of service.

Choose a Meeting Type ↓Call 1-877-436-8346

Thomas Graffeo of Dove Investments ready for a consultation

free consultation

simple first conversation

01 · Existing Clients

Client Review Meeting

Choose this if you already work with Dove and need time to review your plan, portfolio, or next decision.

02 · New Conversation

Introduction & Free Consultation

Choose this if you are new to Dove and want to talk through goals, fit, process, and next steps.

03 · SmartVestor

SmartVestor Introduction

Choose this if you found Dove through SmartVestor and want a values-first introductory conversation.

Start Here · Choose Below

SELECT YOUR MEETING TYPE.

The scheduler below is embedded directly from Dove Investments. Choose the option that best matches where you are today.

What to expect

This first conversation is simple: share what you are trying to solve, ask questions about process and fit, and leave with a clearer next step.

Need help?

Email Tom →