Welcome to the scheduling page for Vivien Enders.
Please select which type of Event you want to schedule.
Annual Review
Annual Review - Financial Check Up to review your risk tolerance, financial goals, account overview, etc
Introduction Meeting
This is a 30 minute meeting to review your financial health and determine what we can do for you.
Portfolio Review
Review current Portfolio and allocations
Discovery Session
Discuss goals, priorities, and current situation
Financial Planning
We look forward to seeing you.