How to Schedule:

  1. Select video or phone meeting
  2. Select your time zone
  3. Pick the day and time that best fits your schedule
  4. Enter your name, phone, and email

(If you have difficulty scheduling, contact us at (602)354-3177 opt 5, and we will be happy to help)


Client Review Meetings
1 hour
Quick outline of our meeting:
→ Questions & Updates: We’ll review any questions you have and get updated on your life.
→ Nuts & Bolts: Account verification, beneficiary review, contributions & distributions, RMDs, etc.
→ Planning & Goal Review: Your goals and dreams, new life events, discuss updates to your plan, taxes, etc.
→ Investments: Your goals, allocation, risk, investment research and recommendations, etc.
1 hour
1 hour
Initial Complimentary Meetings
30 minutes
A complimentary meeting explaining our methods and addressing your goals and objectives. We believe you should be confident with your advisory relationship, so there is no obligation to employ our services. However, we CANNOT give specific advice until you are a client.
30 minutes
A complimentary meeting explaining our methods and addressing your goals and objectives. We believe you should be confident with your advisory relationship, so there is no obligation to employ our services. However, we CANNOT give specific advice until you are a client.
Product / Business Meeting
30 minutes