Welcome to the scheduling page for Charlene Laney.
Please select which type of Event you want to schedule.
15 Min. Intro Call

This is a 15-minute meeting to discuss your financial concerns at a high level.

1-Hour Discovery (New Clients only)

This 1-hour complimentary consultation is designed for us to better understand your needs, quantify your goals, and determine if we are a good fit to work together.

30-Minute Meeting

For existing clients to provide brief progress updates on a previously-reviewed financial plan and to ask additional questions.

1-Hour Meeting

For existing clients to discuss in-depth topics such as investment, retirement, or tax planning strategy etc.