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.
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.
Existing Client Review - ZOOM - Single Advisor
If you would like to meet with an advisor for a review, use this link. (More Scheduling Availability)
Existing Client Review - ZOOM - Advisory Team
If you would like to meet with both John and Nathalie for a review, please use this link. (Limited availability)