Coffee or Lunch - Mercurio Walker

Let’s meet over coffee or lunch — on us.

You have questions. We’d genuinely like to hear them.
No pressure, no sales pitch — just a relaxed conversation at a place that works for you,
focused entirely on what’s on your mind.

Book Coffee OR Lunch Today

How It Works

Step One: Submit Your Form 
Fill out the short form below with your name, contact info,
whether you’d prefer coffee or lunch, and anything you’d like to talk about.

Step Two: We Reach Out To You To Schedule 
We’ll contact you to find a time and place that fits your schedule. We’ll suggest a few
locations — and if none of them work, just say so.

Step Three: We Meet and Talk 
The conversation is yours to lead. Share your goals, concerns, a life event, or a specific
question. We listen, answer honestly, and explore whether we can help.

Step Four: Next Steps 
If it feels like a good fit, we’ll explain exactly what working together looks like
— and walk you through our process for building a financial profile.

“We want you to feel like the center of attention — because for that hour, you are.”

This isn’t a seminar. It’s not a pitch. You won’t be sitting in a room with strangers  listening to a presentation about topics you didn’t come to hear about.

This is your time, at a table you’re comfortable with, to talk about the things that actually matter to you — whether that’s retirement, a major life change, or a question you’ve been sitting with for a while.

Book Coffee OR Lunch Today

So What Happens After We Meet?

9-to-Know Questionnaire
You’ll answer a brief set of questions that helps us understand your full financial picture and where you want to go.

We Build Out Your Profile
We use your profile to understand your risk tolerance and build a strategy aligned with your goals and timeline.

A Clear Explanation of Our Process 
We’ll walk you through exactly what working with us looks like — no surprises, no pressure.

Your Questions Answered 
Any questions you didn’t get to over coffee or lunch — we’re here to keep that conversation going.

Contact Us
Let us know if you’re interested in coffee or lunch and we’ll reach out to find a time that’s convenient for you.