Schedule Appointment with S&D Capital Financial Advisors

30 min Introductory Meeting w Brent Shimman

30 Minute Introductory Meeting (Phone Call)

30 minutes

30 Minute Introductory Meeting (Zoom)

30 minutes

30 min Introductory Meeting w Frank Dobnikar

30 Minute Introductory Meeting (Phone Call)

30 minutes

30 Minute Introductory Meeting (Zoom)

30 minutes

30 min Introductory Meeting w Jason Repp

30 Minute Introductory Meeting (Phone Call)

30 minutes

30 Minute Introductory Meeting (Zoom)

30 minutes

Current Clients Brent Shimman

In Person Meeting with Brent Shimman (Toledo Office)

1 hour

60 Minute Meeting (Zoom Meeting) (Brent Shimman)

1 hour

Zoom meeting for a complete review of current accounts. New clients may also use this for a review of existing investments held outside SDC

60 Minute Meeting (Phone Call) (Brent Shimman)

1 hour

30 Minute Meeting (Phone Call) (Brent Shimman)

30 minutes

30 Minute Meeting (Zoom Meeting) (Brent Shimman)

30 minutes

Zoom meeting for a complete review of current accounts. New clients may also use this for a review of existing investments held outside SDC

Current Clients Frank Dobnikar

In Person Meeting with Frank Dobnikar (Toledo Office)

1 hour

Sign Paperwork (5 Minutes)

5 minutes

In Person Meeting with Frank Dobnikar (Cleveland Office)

1 hour

60 Minute Meeting (Phone Call) (Frank Dobnikar)

1 hour

60 Minute Meeting (Zoom Meeting) (Frank Dobnikar)

1 hour

Zoom meeting for a complete review of current accounts. New clients may also use this for a review of existing investments held outside SDC

30 Minute Meeting (Phone Call) (Frank Dobnikar)

30 minutes

30 Minute Meeting (Zoom Meeting) (Frank Dobnikar)

30 minutes

Zoom meeting for a complete review of current accounts. New clients may also use this for a review of existing investments held outside SDC

Current Clients Jason Repp

60 Minute Meeting (Phone Call) (Jason Repp)

1 hour

60 Minute Meeting (Zoom Meeting)(Jason Repp)

1 hour

Zoom meeting for a complete review of current accounts. New clients may also use this for a review of existing investments held outside SDC

In Person Meeting with Jason Repp (Findlay Office)

1 hour

In Person Meeting with Jason Repp (Clyde Office)

1 hour

In Person Meeting with Jason Repp (Toledo Office)

1 hour

30 Minute Meeting (Phone Call) (Jason Repp)

30 minutes

30 Minute Meeting (Zoom Meeting)(Jason Repp)

30 minutes

Zoom meeting for a complete review of current accounts. New clients may also use this for a review of existing investments held outside SDC

Prospect Group 2

30 Minute Meeting (Phone Call)

30 minutes

30 Minute Meeting (Zoom)

30 minutes

Prospects

15 Minute Meeting (Phone Call)

15 minutes

15-minute phone call for a brief update or an introduction to SDC

Prospects 15 min with Brent Shimman

15 Minute Meeting (Phone Call)

15 minutes

15-minute phone call for a brief update or an introduction to SDC

Prospects 15 min with Frank Dobnikar

15 Minute Meeting (Phone Call)

15 minutes

15-minute phone call for a brief update or an introduction to SDC

Prospects 15 min with Jason Repp

15 Minute Meeting (Phone Call)

15 minutes

15-minute phone call for a brief update or an introduction to SDC

Prospects Group 3

45 Minute Meeting (Phone Call)

45 minutes

45 Minute Meeting (Zoom)

45 minutes

Prospects Meeting 45 min with Brent Shimman

45 Minute Meeting (Phone Call)

45 minutes

45 Minute Meeting (Zoom)

45 minutes

Prospects Meeting 45 min with Frank Dobnikar

45 Minute Meeting (Phone Call)

45 minutes

45 Minute Meeting (Zoom)

45 minutes

Prospects Meeting 45 min with Jason Repp

45 Minute Meeting (Phone Call)

45 minutes

45 Minute Meeting (Zoom)

45 minutes

S&D Capital Financial Advisors

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