Financial Planning Contract
Ready to move forward? Book a 1 hour meeting with Saachi to start the data gathering process and learn about the eMoney portal. During this meeting, we'll review your situation and goals in detail, and prepare a financial planning agreement. We'll also set up the next few meetings with Max.
eMoney Set-up/Review
Need help with something in eMoney, our financial planning portal? Use this option to book a zoom meeting with Ruth to review your portal's setup and/or to answer questions about eMoney.
30 Min Meeting
Have a quick question, or just need to check in about something? This is the option for you!
Data Gathering and Onboarding
Ready to move forward? Book a 1 hour meeting with Saachi to start the data gathering process and learn about the eMoney portal. During this meeting, we'll review your situation and goals in detail, and prepare a financial planning agreement. We'll also set up the next few meetings with Max.
60 Min Meeting
Use this to schedule time to discuss longer, more involved topics...
Common Interests, LLC and Vanderbilt Financial Group are separate and unaffiliated entities
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.
Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services
Clearing agent: Fidelity Clearing & Custody Solutions
Insurance Services offered through Vanderbilt Insurance and other agencies S
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures