Book a Consultation

We appreciate your interest in working with Lanphier LLP. To ensure that we can provide you with the most relevant and productive initial consultation, we ask all prospective clients to complete a brief questionnaire before scheduling a meeting. This helps us understand your current situation, your needs, and your goals -- so that when we meet, we can spend our time discussing solutions rather than gathering background information.

How Our New Client Process Works

Our process is straightforward and designed to respect your time. First, complete the Prospective Client Questionnaire below. This takes approximately 10 to 15 minutes and covers the basics of your personal or business financial situation. Once we receive your responses, a member of our team will review them and reach out within two business days to schedule your initial consultation. The consultation itself is typically 30 to 45 minutes and can be conducted in person at our Denver office or via Zoom -- whichever you prefer.

During the consultation, we will discuss your current tax and financial situation, identify areas where proactive planning could benefit you, and outline how a relationship with Lanphier LLP would work. There is no obligation and no pressure. Our goal is simply to understand whether we are a good fit for each other and to give you a clear picture of how we can help.