Book a Consultation
Get clarity on your next strategic move in 30 minutes.
Use this consultation to map your goals, uncover blockers, and leave with a clear action plan. No fluff, no obligation—just a focused session tailored to your business.
Free, no-pressure consultation. You’ll pick a time directly on our calendar.
What we’ll cover in your session: current challenges, your goals for the next 90 days, and the highest-impact opportunities we see for you.
Is this consultation right for you?
- You want a clear outside perspective on your current strategy.
- You’re planning a new initiative and want to stress-test the roadmap.
- You need help prioritizing what to tackle in the next 30–90 days.
- You’re exploring a longer-term engagement and want to make sure we’re a fit.
30 min
Live strategy call
Free
No obligation
Trusted by homeowners and backed by A-rated carriers
How it works
Three simple steps to lock in your session.
Pick a time, answer a few quick questions, and we’ll come prepared with ideas tailored to your context.
Step 1
Choose your time
Use the live calendar below to select a time that works best for you—no back-and-forth emails.
Step 2
Share a bit of context
Answer a few short questions so we can review your situation and come prepared with relevant ideas.
Step 3
Meet & plan next steps
We’ll walk through your goals, share recommendations, and outline clear next steps you can act on immediately.
Lock in your time
Book your consultation in under 60 seconds.
Choose a time that works for you and answer a few quick questions so we can hit the ground running on our call.
- Live calendar synced to our schedule
- Instant confirmation & calendar invite
- Reschedule with a single click if needed
Tip: share a link to any relevant docs or dashboards in the form so we can review them before we meet.
Select a time on our calendar
Pick a slot below and complete the short intake form to confirm your consultation.
Don’t see a time that works? Email us and we’ll find a workaround.
What you’ll walk away with
A clear, prioritized action plan—not a generic sales pitch.
Whether we end up working together or not, the goal is that this conversation is immediately valuable to you and your team.
Clarity on priorities
We’ll help you identify the 2–3 moves that matter most in the next 90 days.
Outside perspective
Get fresh eyes on your current roadmap, bottlenecks, and blind spots.
Tactical next steps
Walk away with a short list of concrete actions you can start on immediately.
Fit assessment
If it makes sense to work together, we’ll outline what that could look like. If not, you still leave with value.
Questions, answered
Everything you need to know before you book.
If you still have questions after reading this, feel free to mention them directly in the booking form—we’ll tackle them first on the call.
How long is the consultation?
Consultations are typically 30 minutes. That’s enough time for us to quickly understand where you are, dig into 1–2 key challenges, and outline clear next steps. If we need more time, we’ll schedule a follow-up at the end of the call.
Is this really free?
Yes. The consultation is completely free and there is no obligation to work together afterwards. We use this time to understand your needs, share recommendations, and determine if there’s a good mutual fit for a deeper engagement.
What should I prepare before the call?
You don’t need anything fancy. A rough sense of your goals, current challenges, and key numbers is plenty. If you have any relevant documents, dashboards, or links, you can drop them into the booking form so we can review them in advance.
Who should join from our side?
Ideally, the person driving the initiative plus anyone who will help make a decision on next steps. Many teams start with 1–2 stakeholders on the first call and invite others later if it makes sense.
What happens after the consultation?
You’ll receive a short recap of what we discussed, along with the key recommendations and next steps. If there’s a clear way we can help, we’ll outline what a potential engagement could look like. If not, you’ll still have a clear, actionable plan to move forward.
Book your consultation
One meeting. Clarity on your family’s protection and financial future.
Use the form to request a free consultation with Blackshore Financial. All meetings are scheduled online or by phone — no travel, no pressure, just clear guidance.
- Free, no-obligation consultation.
- Available 8 AM – 9 PM, seven days a week.
- Virtual or phone appointments across Minnesota & West Virginia.
- Best for individuals, couples, and families planning ahead.
Request your time
Tell us a bit about your goals and preferred time window. Our team will confirm your appointment and share meeting details.
Availability: 8 AM – 9 PM, Monday through Sunday.
Blackshore Financial
Protecting Your Future, Securing Your Peace of Mind. Financial Security Made Simple.
Independent life insurance brokerage specializing in annuities, IUL, whole life, mortgage protection, final expense, and term life solutions.
Insurance Options
Final Expense
Term Life
Whole Life
Indexed Universal Life
Annuities
Mortgage Protection
Consultations available virtually and by phone.
Business hours
8:00 AM – 9:00 PM
Monday – Sunday
© Blackshore Financial. All rights reserved. Information on this site is for educational purposes only and is not a guarantee of coverage. All policies are subject to underwriting approval by the issuing carrier.