Welcome to the scheduling page for Daniel Mesa.
Please select which type of Event you want to schedule.
Initial Meeting
An opportunity to learn more about our bespoke Holistic Financial Planning Process (30 mins).
Discovery
Client Portal introduction, fact-finding, and Holistic Financial Plan creation (60 mins).
Recommendation
A review of your recommendation report, which will highlight the features and benefits of the plan/solution(s) being presented (60 mins).
Review meeting with Daniel
A review of your investment accounts, estate plan, and Holistic Financial Plan progress (60 mins).
Estate Planning
An opportunity to learn more about our estate planning services (30 mins).