Introductory Consultation
For prospective individuals and families exploring our services. We'll discuss your goals and determine whether we're a good fit to work together. Not for existing relationships or professional/vendor meetings. Scheduled a minimum of 10 days in advance to allow time to complete our questionnaire.
Review Meeting
For individuals and families we serve. Use this meeting for most planning, review, and follow-up discussions. Not for prospective relationships or professional/vendor meetings. Meeting length may be selected from 30, 45, or 60 minutes.
Planning / Strategy Meeting
For individuals and families we serve who need dedicated time for in-depth planning and strategy discussions. Not for prospective relationships or professional/vendor meetings. This meeting reserves up to two hours.
15 Minute Conversation
For individuals and families we serve. Ideal for brief questions or short follow-up discussions. Not for prospective relationships or professional/vendor meetings. If you anticipate needing more than 15 minutes, please schedule a Review Meeting.
Annual Review
For individuals and families we serve. A comprehensive review to assess progress, discuss changes, and update planning strategies. Not for prospective relationships, retirement plan participants, or professional/vendor meetings. Available in one- or two-hour lengths.
Retirement Plan Participant Meeting
For employees participating in employer-sponsored retirement plans we serve. Use this meeting for enrollment and other retirement plan discussions. Not for prospective relationships, individuals and families we serve through our financial planning services, or professional/vendor meetings. Available in 30- or 60-minute lengths.
Allied Professional Discussion
For accountants, attorneys, insurance professionals, and other allied professionals coordinating on mutual relationships. Not for prospective relationships, individuals and families we serve, or general business inquiries. Available in 15-minute increments up to one hour.
Professional Meeting
For business contacts and general professional discussions. Not for prospective relationships, individuals and families we serve, or allied professional coordination. Available in 15-minute increments up to one hour.