- Business Interview (In person or Zoom)
30 minutes
- Business Followup. (In person or Zoom)
45 minutes
- Initial Appointment (In person or Zoom)
30 minutes
- Financial Analysis Appointment (In person or Zoom)
1 hour
- Financial Analysis Followup (In person or Zoom)
1 hour
- Client Annual Review (In person or Zoom)
1 hour
- Appointment via phone
15 minutes