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
Introductory Phone Meeting
A 30-minute introductory conversation to get to know you, understand your financial goals, and explore how I can help.
Portfolio Review
Review current Portfolio and allocations
Discovery Session
Discuss goals, priorities, and current situation
Financial Planning
We look forward to seeing you.