Welcome to the scheduling page for Sara Kappos.
Please select which type of Event you want to schedule.
Client Review Meeting (60 min)
Comprehensive review of your financial plan and investments, aligning with any updates in your life or goals.
Incomologists - Initial Consultation (45 min)
Complimentary consultation for Incomologists
Plan Follow-Up Meeting (30 min)
Complete the necessary paperwork to put the plan into action.
Check-in Meeting (15 min)
Quick conversation to discuss questions, updates or anything you’d like help with.
Check-in Meeting (45 min)
A longer conversation to discuss questions, updates or anything you’d like help with.
Initial Consultation (45 Min)
Complimentary introductory consultation.
Initial Consultation with Dan & Sara (45 min)
Complimentary introductory consultation with the team.
Plan Follow-Up Meeting with Dan & Sara (30 min)
Follow up on the financial plan and answer any questions.
Blue Hills Wealth Management | 36 Cordage Park Circle, Suite 328 Plymouth, MA | 617-471-6800 | www.BlueHillsWM.com
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is a minority owner of The AmeriFlex Group®. Other entities and/or marketing names, products or services referenced here are independent of Cambridge.