Schedule

Potential Clients and 1-Session Clients

Schedule a free 30-minute introduction

OR

Schedule 1 hour of Financial Planning and Advice ($250)

Current Clients with Ongoing Access

Schedule a Financial Planning Session (1 hour)

SCHEDULE A FINANCIAL PLANNING SESSION
Schedule a Financial Planning Follow-Up Session (30 minutes)

SCHEDULE A FOLLOW-UP SESSION
Schedule an Extended Financial Planning Session (1 hour 30 minutes)

SCHEDULE AN EXTENDED FINANCIAL PLANNING SESSION

All Other Meetings

Introductions for employee benefits, gifting, financial education requests, media requests, networking, etc.

SCHEDULE A GENERAL MEETING

A copy of the business card can be downloaded through the image