Please select the appointment type to make a booking.
Have questions about Flourish FP, or would you like to see if we would be a good fit for your financial planning needs? Schedule a 15-minute call here.
Duration: 30 minutes
We will go more in-depth to see what it will look like if we were to work together. We will hear about your current situation and can review your current financial plans/investment accounts.
Duration: 1 hour
Welcome to Flourish FP! We are excited to get to know you more during this initial meeting together.
Have some questions you’d like to discuss, review a piece of your financial plan, or just catch up. Schedule a phone call here.
Recieved a reminder to schedule your financial review? Use this appointment to get on the calendar.
1 hour and 30 minutes
Duration: 1 hour and 30 minutes