Welcome to the scheduling page for Zachery Eddinger.
Please select which type of Event you want to schedule.
Introductary Meeting
Meet to discuss financial planning and investment needs.
The Kickstart Call
Quick introduction call to discuss planning questions you may have.
Account Application Meeting
Sign application following introductory meeting
Client Meeting (In-person)
Meeting to discuss account details or address questions/concerns you may have
Client Call
Phone call to connect with client on concerns or needs.
Annual Review Meeting
Schedule time to discuss your yearly financial annual review
Introduction Meeting (Phone Call)
Meet to discuss financial planning and investment needs.
Financial Plan Presentation (Virtual)
Let's look at your financial plan more in depth.