Jason Lach
Welcome to the scheduling page for Jason Lach.
Please select which type of Event you want to schedule.
Phone Appointment

This is a 15-minute phone call to answer your financial questions. Please provide me with the best number to call or feel free to call our office at 763-971-9211, ext. 1

In Person Review Meeting

I appreciate the opportunity to meet with you. Please review my availability to find a suitable time for our meeting. I have allocated 45 minutes for our discussion. While I prefer in-person meetings at my office in Maple Grove, I am flexible. If you would prefer a virtual meeting, we can arrange that as well. Alternatively, I am still available for house calls, as your business is of utmost importance to me. Looking forward to seeing you at our upcoming meeting.

Virtual Review Meeting

I am looking forward to our upcoming meeting. Please review my availability to find a suitable time that aligns with your schedule. I have allocated 45 minutes for our virtual meeting via Zoom. Looking forward to connecting soon!

New Relationship Fact Finding Meeting

I look forward to this opportunity to learn more about you, your goals, and objectives. Our meeting is scheduled for approximately one hour, during which time I can gain a better understanding of how we can come up with a plan that works for you to reach your financial goals. I am looking forward to meeting you and learning more!