Trey Taylor Scheduling

Initial Consultation
We’re glad you’re here! This consultation is a chance to learn about your goals, answer your questions, and see how we may be able to help. Thank you for considering us!

Account Review
We are excited to catch up with you. Our agenda will be to review your accounts, talk through any changes in your life, and make sure your financial plan still fits your goals!

Financial Planning Session
Whether you’re starting fresh or making updates, we will work together to build your financial plan using our best-in-class planning software!

Portfolio Design Meeting
Together, we’ll explore the investment options available and walk through a portfolio recommendation carefully designed around your unique goals and needs.

General 30 min Meeting
A 30 min meeting with Thrasher and Chambers

Account Review - Phone Call
We are excited to catch up with you. Our agenda will be to review your accounts, talk through any changes in your life, and make sure your financial plan still fits your goals!

Thrasher & Chambers, Inc., Members FDIC/SIPC

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Initial Consultation We’re glad you’re here! This consultation is a chance to learn about your goals, answer your questions, and see how we may be able to help. Thank you for considering us!

Account Review We are excited to catch up with you. Our agenda will be to review your accounts, talk through any changes in your life, and make sure your financial plan still fits your goals!

Financial Planning Session Whether you’re starting fresh or making updates, we will work together to build your financial plan using our best-in-class planning software!

Portfolio Design Meeting Together, we’ll explore the investment options available and walk through a portfolio recommendation carefully designed around your unique goals and needs.