Welcome to the scheduling page for Monisha Potter.
Please select which type of Event you want to schedule.
Initial Consultation
We look forward to helping you meet your financial goals! All initial consultations are complimentary with no obligation.
Annual Review Meeting
Schedule time to discuss your annual or biannual financial annual review.
15 min market update
Existing Clients: 15 min phone call or virtual meeting with Monisha to discuss market concerns or account questions.
Retirement Planning for Business
30 min consultation on retirement planning for business owners. complimentary.