Anya Gage Scheduling

Quick Question or Specific Topic Discussion (20 minutes, 1:1)
Select this meeting type if you have a specific question or topic to discuss with your advisor.

Portfolio Review (30 minutes, 1:1)

Portfolio Review (60 minutes, 1:1)

Portfolio and Financial Planning Review (60 minutes, 1:1)
This meeting will be scheduled with to review your portfolio and financial planning.

Get to Know You (60 Minutes, 1:1)
You will be meeting with Anya Gage to discuss your goals and explore how Centered Wealth can help.

Get to Know You (30 minutes, 1:1)
You will be meeting with Anya Gage to discuss your goals and explore how Centered Wealth can help.

Financial Planning Data Review - New Client (60-minute, 1:1)
This meeting will be scheduled with . This is a 60-minute meeting to review your financial planning data entered into your planning portal. Please ensure that your financial planning portal is up-to-date and that you've returned your cash flow worksheet to your advisor.

Financial Planning & Projections Meeting (60 minutes, 1:1)
This meeting will be scheduled with . This is a 60-minute meeting to review your financial planning. Please ensure that your financial planning portal is up-to-date.

Technical Support Meeting (30 minutes, 1:1)

Colleague, Vendor, or Business Meeting (30 minutes, 1:1)
This is a 30-minute time slot for colleagues or other non-client inquiries.

Quarterly Check-in (30-60 Minutes, 1:1)

General Purpose (30 Min) - User - Manual Scheduling Only

Quick Question or Specific Topic Discussion (20 minutes) - Jina & Anya
This meeting will be scheduled with Jina & Anya from Centered Wealth.

Portfolio Review (30 minutes) - Jina & Anya
This meeting will be scheduled with Jina & Anya from Centered Wealth.

Portfolio Review (60 minutes) - Jina & Anya
This meeting will be scheduled with Jina & Anya from Centered Wealth.

Portfolio and Financial Planning Review (60 minutes) - Jina & Anya
This meeting will be scheduled with Jina & Anya from Centered Wealth.

Get to Know You (60 Minutes) - Jina & Anya
This meeting will be scheduled with Jina & Anya from Centered Wealth.

Centered Wealth and Vanderbilt Financial Group are separate and unaffiliated entities. Jina Penn-Tracy, Stuart Valentine, Anya Gage & Annalisa Clifford Gold are registered financial advisors under Vanderbilt Advisory Services. Jina Penn-Tracy, Stuart Valentine & Annalisa Clifford Gold are registered representatives under Vanderbilt Securities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Advisory Services offered through Vanderbilt Advisory Services. For additional information on services, disclosures, fees, and conflicts of interest, please visit http://www.vanderbiltfg.com/disclosures

Quick Question or Specific Topic Discussion (20 minutes, 1:1) Select this meeting type if you have a specific question or topic to discuss with your advisor.

Portfolio Review (30 minutes, 1:1)

Portfolio Review (60 minutes, 1:1)

Portfolio and Financial Planning Review (60 minutes, 1:1) This meeting will be scheduled with to review your portfolio and financial planning.

Get to Know You (60 Minutes, 1:1) You will be meeting with Anya Gage to discuss your goals and explore how Centered Wealth can help.

Get to Know You (30 minutes, 1:1) You will be meeting with Anya Gage to discuss your goals and explore how Centered Wealth can help.

Financial Planning & Projections Meeting (60 minutes, 1:1) This meeting will be scheduled with . This is a 60-minute meeting to review your financial planning. Please ensure that your financial planning portal is up-to-date.