Before the call
A productive fit call starts with a clear picture of where you are. If you have a vehicle in mind — or a shortlist of two or three — that's the most useful place to begin. Paperwork already in motion (a current lease, a loan payoff statement, a written dealer quote) gives us useful context.
None of these are prerequisites. If you're earlier in the process, the fit call helps us identify which service, if any, matches your needs.
Booking takes under a minute through the scheduler below — pick a slot, add your name and email, and you'll receive a confirmation with the call details immediately. Need to move or cancel? Use the links in that confirmation; no phone tag required.
What the call covers
The conversation is built around your situation, not a pitch. We work through where your current plan stands, identify the points where there's meaningful money on the table — pricing, financing structure, F&I products, trade-in valuation — and outline what an engagement would look like.
If a service makes sense, scope and flat fee are stated before the call ends. If your situation doesn't warrant professional representation, we say so and point you to the public resources that would actually help.
Plan on exactly 15 minutes. There's no charge and no obligation attached — the fit call exists so both sides can decide whether an engagement makes sense. It scopes the work; it does not include the deal-specific analysis or deliverables of the paid $500 Pre-Purchase F&I Consultation.
Where this fits
This fit call is built for buyers who haven't yet signed. If you're still choosing a vehicle, negotiating price, or preparing for the finance office, this is the right starting point — earlier engagement gives us more leverage on your behalf.
If you've already signed and want to know whether the deal was fair, the F&I Audit is the better fit — the focus shifts from negotiation to identifying recoverable amounts and cancellable products.
After the fit call, you'll receive a scoped recommendation, a flat fee, or a pointer to the resources that fit your situation better. Nothing proceeds until you say so.