Welcome to the scheduling page for Chad Cooper, MBA, RICP®.
Please select which type of Event you want to schedule.
10-15 Minute Meeting
To discuss 2026 regulatory changes that could impact your planning.
Review Meeting
Reviewing accounts, confirming goals, and/or making adjustments.
30 Minute General Meeting
General questions and answers.
Initial Consultation
We look forward to helping you meet your financial goals!