- Market Phone Call (Investment/Market Meeting)
30 minutes
- Market Virtual Meeting (Investment/Market Meeting)
30 minutes
- In Office (Annual Check-In, Goal Review, Complimentary Consultation, Next Steps)
1 hour
- Virtual Meeting (Annual Check-In, Goal Review, Complimentary Consultation, Next Steps)
1 hour
Jenny McAdams- Sage Path Financial Consultants
All non-virtual appointments are held in our Geneva office at 1797 W. State St, Suite A. For all other needs, please contact our office directly at 630-387-9030.