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.
Check-in Meeting with Dan & Sara (15 min)
Quick conversation to discuss questions, updates or anything you’d like help with.
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.
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.