Welcome to the scheduling page for Journey Wealth Strategies.
Please select which type of Event you want to schedule.
In-office Visit
Meet with Dave or Josh to discuss your financial needs.
Virtual Visit
Meet with Dave or Josh to discuss your financial needs.
Journey Wealth Team Visit
Meet with Josh and Dave for a full hour to have all hands on deck.
On T.R.A.C.K Strategy Call
Complimentary, no-obligation, On T.R.A.C.K. analysis. We will discuss your situation and identify the steps you need to take to achieve your lifestyle and legacy goals.
Physician's On T.R.A.C.K initial consultation
This is a 30-minute consultation for physicians and their families.