Schedule Appointment with Higher Ground Financial Services

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Aspiring Client-to-be

Cherished Client

Colleague/Collaborator/Service Provider

I would like to schedule...

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Complimentary Consultation

50 minutes

Ready to explore if working with me as your Financial Advisor is a good fit for you? Please be sure to fill out my Intake form whether its a 1st Meeting or Complimentary Review - it helps me to serve you better.

Ready to come on board!

1 hour 30 minutes

Perfect after we've had an initial consultation and you're ready to get started. Information gathering, form-filling and question answering time.

Getting to Know Needs, Goals & Services

1 hour 30 minutes

I look forward to getting to know you, your goals, concerns and challenges. We'll discuss what services I can provide to help you accomplish your goals more effectively and take it to the next level.

Quarterly Review

1 hour

Let's take a look at how well your investments are propelling you toward your goals. Good time to provide updates and decide on adjustments.

Time to Catch Up: Update of Goals & Challenges

1 hour 30 minutes

Change of job - new family addition - new major goal - unexpected challenge: use this meeting to update me so we can be sure your financial strategy is optimized and in sync with your life.

Quick Phone Consult for Clients

20 minutes

Follow up call and/or Next Steps

30 minutes

Update of Aspirations & Goals

1 hour

Keeping me up to date helps me to serve you better.

Brief Next Steps Zoom meeting

30 minutes

Need help filling out a client form or how to access account features? Quick question needing a guided answer with visual aids? The Zoom meeting will allow me to share my screen with you and show you how.

I'm a Colleague/Collaborator/Service Provider

30 minutes

Colleague/Collaborator/Service Provider

1 hour

Zoom with a Colleague/Collaborator/Service Provider

1 hour

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