Welcome to the scheduling page for Ryan Bailey.
Please select which type of Event you want to schedule.
30 minute Phone Call
Phone call 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.
30 Minute In-person
Connect with client to check in or address a specific need or concern.
45 Min Introductory Meeting (In-person)
Come to the office for an in-person meeting to get to know each other and discuss your accounts.
30 Minute Teams Call (Virtual meeting)
Mid year check in with client or general check in at clients request.
45 Minute Introductory Meeting (via Teams)
Virtual meeting using Teams to get to know each other and discuss your accounts.