Quick Question or Specific Topic Discussion (20 minutes)
Select this meeting type if you have a specific question or topic to discuss with your advisor.
Get to Know You (60 Minutes)
You will be meeting with Anya Gage to discuss your goals and explore how Centered Wealth can help.
Get to Know You (30 minutes)
You will be meeting with Anya Gage to discuss your goals and explore how Centered Wealth can help.
Financial Planning Data Review (60-minute)
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)
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)
This is a 30-minute time slot for colleagues or other non-client inquiries.