Thank you for scheduling an appointment with Family First Financial Planning. All appointments will be by phone or video chat unless confirmed with financial planner as to in person availability. On the next page you will see that you can schedule with Peter Bobolia, CFP®, ChFC® for clients in Stuart or Palm Beach County, or you can schedule with Leslie Trowbridge, CFP® for existing clients and new clients in NE Georgia. Leslie and Peter can also take new clients in states outside of Florida where allowed by client's state. Any in person appointments will be confirmed by planners to ensure availability of space.
You will receive a text message reminder before your appointment