- Complimentary Ret. Plan Consult W/Brad
30 minutes
- Jake 15 Min. Call
15 minutes
- Prospective Client Mutual Interview
1 hour
- Jake Zoom Call
30 minutes
- 15 Minute Call
15 minutes
- Zoom Plan Review with Brad
1 hour
- 1 Hour Zoom Call with Cris
1 hour
- Quick - 15 minute call with Cris
15 minutes
In-Person
- In Glen Ellyn Office w/Brad
1 hour
- In office Meeting with Cris
1 hour