Jim and Sarah
Welcome to the scheduling page for Jim and Sarah.
Please select which type of Event you want to schedule.
Inquiry Call

Interested in learning more about how Sanctuary supports clients? This complimentary Inquiry Call is a chance for us to get to know each other and see if our services align with your needs. You’ll be connected with the first available advisor.

Discovery Meeting

You know that Sanctuary has the right resources to help you solve your financial problems. Now during Discovery it's our turn to get to know you and the specifics of your situation so that we can determine how to best work together. As always, all calls prior to signing a Client Service Agreement are free.

30 Min Meeting (Jim & Sarah)

A brief call for both clients and non-clients.

60 Min Planning Meeting (Jim & Sarah)

For new and existing clients, a 1-hour planning discussion with both Sarah and Jim.