Welcome to the scheduling page for The Advisory Team - John & Nathalie.
Please select which type of Event you want to schedule.
Prospective Client Meeting
Use this link if you are interested in taking the first step towards realizing your financial goals. Book a time to start a conversation at our office or via Zoom, free of charge.
Existing Client Review- ZOOM
Use this link if you are an existing client who would like to review or discuss any questions you may have, in person or via Zoom.
Existing Client Review - In Person
Use this link if you would like to meet with one of our advisors at our office, 12 Elm Street, North Haven, CT.
Follow Up Meeting
If you’ve recently met with us and need to schedule a follow-up—whether by phone, in person, or on Zoom—please use this link. You can also use this link to book any meeting that is not an introductory call or a client review.