Clients: NCM360
- (Video) NCM360 Data Loading
1 hour
- (Office) NCM360 Data Loading
1 hour
- (Office) NCM360 Client Access Session
1 hour
- (Video) NCM360 Client Access Session
30 minutes
Clients: Planning Update
- (Office) Financial Plan Update with Leonard
2 hours
- (Video) Financial Plan Update with Leonard
1 hour
- (Video) Financial Plan Update with Jaycee Smalley, CFP
1 hour
Clients: Portfolio Review (LG)
- (Office) Portfolio Review
1 hour
- (Video) Portfolio Review
30 minutes
Clients: Review Meeting
- (Office) Review Meeting
2 hours
- (Video) Review Meeting
1 hour
General Meeting (LG)
- (Office) Leonard
1 hour
- (Video) Leonard
2 hours
- (Office) Leonard
2 hours
- (Video) Leonard
1 hour
- (Phone) Leonard
30 minutes
General Meetings
- (Phone) Casey
30 minutes
- (Office) Casey
1 hour
- (Video) Casey
30 minutes
- Free Consultation
30 minutes
- (Phone) Jaycee
30 minutes
- (Office) Jaycee
30 minutes
- (Phone) Catherine
30 minutes
- (Video) Jaycee
30 minutes
- (Video) Catherine
30 minutes
Onboarding: Data & Technology
- (Office) Data & Technology Training
1 hour 30 minutes
- (Video) Data & Technology Training
1 hour
Onboarding: Introductory
- (Office) Introductory
1 hour 30 minutes
Onboarding: Portfolio Selection
- (Office) Portfolio Selection
1 hour 30 minutes
Professionals
- Professionals Video Conference with Catherine
1 hour
- (Office) Professionals Lunch
1 hour 30 minutes
- (Video) Professionals
1 hour