No obligation · No pressure

Book Your
Discovery Call

20 minutes. We look at your capital, goals, and timeline and tell you honestly what's possible — and which service, if any, makes sense for you right now.

What to Expect

A real conversation, not a sales pitch
We'll discuss your current income, available capital, investment goals, and timeline. If we're a good fit, we'll tell you. If you're not ready or we're not the right service, we'll tell you that too.
Response within 24 hours
After submitting the form, you'll receive a response within one business day to schedule your call at a time that works for you.
Come prepared with your numbers
The more specific you can be about your income, available capital, and passive income goal, the more useful the call will be for both of us.
Direct Email
Phone
Available Mon–Fri, 9am–6pm ET
Markets Served
PA · NJ · OH · DE
Investment Advisory — all four states
Project Advisory — PA, NJ, DE (OH limited)
Licensing
PA Lic. #RS316570 · NJ Lic. #1751576

Get in Touch

Tell us a bit about your situation and we'll be in touch within one business day.

This form opens your email client. Alternatively, email shawn@covconsult.com directly.
Response within 1 business day.

After You Reach Out

What happens next.

01
Response within 24 hrs

We'll review your message and respond by email or phone to schedule your discovery call at a time that works.

02
20-Minute Discovery Call

We talk through your goals, capital, timeline, and markets. Honest conversation — no pitch.

03
Written Proposal

If it's a fit, you'll receive a written proposal within 48 hours outlining the recommended tier, scope, and fee.

04
Sign & Start

Execute the services agreement, submit your deposit, and we begin. Straightforward from here.