Contact

Start a conversation.

Every relationship begins with listening. We'd welcome the chance to learn about your goals.

Getting in Touch

Introductions are currently by referral.

Highline is welcoming a select number of new client relationships. Online inquiries will open soon.

Emailinfo@highlineplanning.com

Phone(801) 386-4270

LocationOrem, Utah

Already been referred? Please reach out through the person who introduced you, and we'll be in touch to schedule an initial conversation.

What happens in a first conversation

  • We learn about your goals, family, and priorities
  • We review where you stand today, at a high level
  • We explain how we work and how we're compensated
  • You decide whether a deeper planning engagement makes sense

There's no cost and no obligation.