Welcome to the scheduling page for Ben Ferris.
Please select which type of Event you want to schedule.
Review & Plan Ahead
A review and planning meeting for existing clients to discuss their financial plan, life events, goal changes, and to review accounts under our management.
Introduction
A 60-minute discovery meeting, Zoom, or call for prospective clients. The goal is to learn about one another and see if we are a good match for working together.
30-Minute Phone Call
A 30-minute call with Ben.
15-Minute Phone Call
A 15-minute call with Ben.
Follow-Up
A 60-minute follow-up meeting with Waterstone.