Greg Young, CFP
Welcome to the scheduling page for Greg Young, CFP.
Please select which type of Event you want to schedule.
Check-in Phone Call

Not everything needs an hour of your day. We can schedule a call for quick updates, questions, and clarification. (Duration 30 min)

Planning & Implementation Meeting

Sometimes, we need to connect between strategy sessions to move key items forward. This meeting provides us with an opportunity to review updates, implement recommendations, and address action steps together. (Duration: 60 minutes)

Aspiring planners & Other advisors

Let's chat if you're in the profession or thinking about it. This is our opportunity to share experiences and find new ways to serve. Sharing our ideas will broaden our impact! Vendors (coaches, fintech, wholesalers), please do not use this link. (Duration 45 min)

Strategy Meeting

This meeting space is designed to assess progress, refine strategies, and align next steps with your evolving goals. We'll focus on key planning areas and update action items to keep you moving forward with clarity and confidence. (Duration: 90 minutes)