Welcome to the scheduling page for Jake Lund.
Please select which type of Event you want to schedule.
20 Minute Call
Connect with client to check in or address a specific need or concern.
Annual Review
Annual review with existing clients regarding the status of their investments, financial goals and life goals to determine what if any adjustments they need or would like to make.
Meeting
Mid year check in with client or general check in at clients request.
New Client Consultation
Initial meeting with a new or prospective client
Portfolio Review
Copy of Annual review with existing clients regarding the status of their investments, financial goals and life goals to determine what if any adjustments they need or would like to make.