Welcome to the scheduling page for Derek Bohne.
Please select which type of Event you want to schedule.
Phone Appointment
A 15–30 minute phone call to review goals, clarify objectives, and address financial questions—ideal for initial conversations and mutual discovery.
Video Appointment (Zoom)
30–60‑minute convenient video‑conference session.
Office Appointment - Discover and Planning
A 60‑minute appointment to review your financial plan, answer questions, and build a personalized Financial Road Map.
Office Appointment - Annual Client Strategies
A 60‑minute appointment to discuss your annual financial strategies and tactics. This covers a comprehensive review of your financial plan.