Discovery Call
**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*
30 minutes
Planning Appointment - 60 Minutes
Select this appointment for annual reviews, insurance completion or secondary planning meetings.
an hour
Planning Appointment - 90 Minutes
Select this if this is our first detailed planning appointment or if we have significant updates to your plan
an hour 30 minutes
Discovery Call - Power Connects
Are you a member or are looking to join or start a Power Connects Chapter, connect with me here.
*zoom link provided in booking confirmation*
30 minutes