Emily Weed
Welcome to the scheduling page for Emily Weed.
Please select which type of Event you want to schedule.
401(k) Review

An opportunity to review your current 401(k) elections and portfolio options.

Client Annual Review

A time for clients to review their financial plan, accounts and performance.

Deferred Compensation Analysis

Review current DCP elections and prepare for open enrollment. Please come to the meeting prepared to login to the plan provider's website. We would also appreciate a copy of a statement in advance.

Initial Consultation

Learn more about Emerald Advisors and how we can help you plan with purpose.

Investment Discussion

An opportunity to focus on investment strategies and portfolios.

Meet with a Team Member

Schedule a time to discuss a topic of your choosing.

RSU Vesting Discussion

Planning discussion in anticipation of stock units vesting.