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