I would like to schedule...
1 hour
These are no-cost, no-obligation and no-pressure conversations. Our goal is to get to know you and for you to get to know us. Bring your questions, concerns and goals. We look forward to talking with you! Please plan for about 45-60 minutes.
1 hour
These are no-cost, no-obligation and no-pressure conversations. Our goal is to get to know you and for you to get to know us. Bring your questions, concerns and goals. We look forward to talking with you! Please plan for about 45-60 minutes.
1 hour 30 minutes
During these three meetings (Discovery, Delivery and Implementation) we work together to build and implement your holistic LifePlan. Please plan for 90 minutes for each of these conversations.
1 hour 30 minutes
These meetings are typically held sometime during your "Review Month". We will catch up, review progress, check on action items, update your LifePlan and answer your questions. Please plan for 60-75 minutes.
1 hour
These meetings are typically held in between normally scheduled annual review meetings. We are happy to discuss your ideas and questions, review life changes, make portfolio adjustments, or perform account maintenance. Please plan for 45-60 minutes.
1 hour 30 minutes
These are no-cost, no-obligation and no-pressure conversations. We will help you determine your insurance needs, understand your current policies, and update your coverage if needed.
1 hour 30 minutes
These meetings are typically for those who will BECOME ELIGIBLE FOR MEDICARE IN THE NEXT 4 MONTHS. We will answer your questions and explain important deadlines and decisions. We will help you select and apply for the right Medicare Supplement, Medicare Advantage and/or Part D prescription plan. Please plan for 60 minutes
1 hour 30 minutes
These meetings are typically for those who will BECOME ELIGIBLE FOR MEDICARE IN THE NEXT 4 MONTHS. We will answer your questions and explain important deadlines and decisions. We will help you select and apply for the right Medicare Supplement, Medicare Advantage and/or Part D prescription plan. Please plan for 60 minutes
