Client Review Meeting
Schedule your Financial Review. This will be a 60-minute meeting. If you do not see a time that works for you, please call the office at (719) 228-3630
Lab Session
This is a 60-minute complimentary Lab Session following your Prepare Institute Retirement Class. If you do not see a time that works for you, please call the office at (719) 228-3630
60-Minute Meeting
This is a 60-minute general purpose meeting designed for discussion and to answer questions. If you do not see a time that works for you, please call the office at (719) 228-3630
Next Phase Planning Meeting
This is a meeting to design your NextPhase income plan. This will be a 60-minute meeting. If you do not see a time that works for you, please call the office at (719) 228-3630
30-Minute Meeting
This is a 30-minute general purpose meeting designed for discussion and to answer questions. If you do not see a time that works for you, please call the office at (719) 228-3630
Allocation Meeting
This meeting is to discuss the Allocation of your portfolio. If you do not see a time that works for you, please call the office at (719) 228-3630
Right Fit Call
This is a 15 minute meeting with Mike Papa to see if this is a Right Fit.