Welcome to the scheduling page for Jeff Vistica.
Please select which type of Event you want to schedule.
Introductory Zoom or Phone Call
Schedule a 15 minute introductory Zoom or phone call.
Check-in/Update
When a formal meeting is not necessary but you would like to talk, please use this link to schedule a time.
401(k) Participant Consultation
Schedule a time to discuss your 401(k) questions.
Strategic Planning/Review Meeting
Schedule a Zoom or in-person meeting to review your plan with Jeff and Dan.