- 45 min45 minutes
- Via Video Conference
For a limited time, our Financial Check-Ins are available for us to discuss your progress and outlook for accomplishing your annual financial goals. We will briefly discuss your unique financial story, goals, and answer any questions you may have. You'll also be provided with a high-level Action Plan after our call.
To cancel or reschedule, please contact Donica at email@example.com at least 24 hours in advance before your scheduled appointment time. "No-shows" without sufficient advanced notice will be assessed a full appointment charge.