Please select the appointment type to make a booking.
For networking and mentorship, select a time prior to 4pm. Evening appointments reserved for Power Wealth clients and interested clients
Tired of “annual reviews” that do nothing for you?
Each session is designed to find the one strategic move that could make a massive difference in your business and personal finances before 2026!
For new clients
During this call we are discovering your primary goals, financial overview, and an discussion of our approach.
zoom link provided in booking confirmation
Annual Reviews
Planning Updates
Applying for Insurance
zoom link provided in booking confirmation
This is our first detailed planning appointment or we have significant plan updates
zoom link provided in booking confirmation
Power Connects - Mentorship - Networking
Daytime appointments only 9 -4pm
If you're looking to connect with Jaime outside of financial planning services, select this option.
Power Connects - interested in joining, learning more or starting your own chapter.
Mentorship - If I am mentoring you, formally or informally
Networking - Better together, let's see how.
zoom link provided in booking confirmation
A one hour working session to review your financial picture, discuss your priorities, and identify practical strategies for your business, family, and future.
You can decide afterward whether you’d like to work with Power Wealth on an ongoing basis; there is no obligation to do so.
The fee is $1,000 for the strategy session.