Welcome to the scheduling page for Dan & Sara.
Please select which type of Event you want to schedule.
Initial Consultation with Dan & Sara (45 min)
Complimentary introductory consultation with the team.
Data Meeting with Dan & Sara (30 min)
Gather and organize information for a financial plan.
Plan Presentation Meeting with Dan & Sara (90 min)
Present the full financial plan, including recommendations and next steps.
Plan Follow-Up Meeting with Dan & Sara (30 min)
Follow up on the financial plan and answer any questions.
Client Review Meeting with Dan & Sara (60 min)
Comprehensive review of your financial plan and investments, aligning with any updates in your life or goals.
Business Meeting with Dan & Sara (20 min)
For vendors or partners who are not clients.
Blue Hills Wealth Management | 36 Cordage Park Circle, Suite 328 Plymouth, MA | 617-471-6800 | www.BlueHillsWM.com
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is a minority owner of The AmeriFlex Group®. Other entities and/or marketing names, products or services referenced here are independent of Cambridge.