Schedule Appointment with PlanVision

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I look forward to helping you! Select the appointment that fits with your reason for meeting. If you don't see a time that works for you now just look out a week or two. Contact me directly by email if you need to make other arrangements.

1 Schedule Appointment

Quantity:

Introductory Meeting or Quick Session

20 minutes

This is an introductory session for non-clients to learn more about PlanVision and how we can help you. Or if you are a current client with a quick question, this is your meeting!

General Meeting

30 minutes

This is a general planning discussion or session. Great for getting your account setup, reviewing an important part of your plan, or any general questions you have that are a bit more complicated than a quick question

Full Session

50 minutes

This is our longest session. We will review your retirement or financial plan. If you are setting up an Interactive Brokers account or several Vanguard accounts, for example, this is your meeting as well. However, if you just need to buy some ETF's or index funds, definitely select a 30 minute General Meeting!

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1 Schedule Appointment

2 Your Information

3 Confirmation