Interested in our Services?

Interested in our Services?: Just a Question

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

Interested in our Services?: Introductory Meeting

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

Clients

Clients: Welcome Meeting

Welcome to Flourish FP! We are excited to get to know you more during this initial meeting together.

Duration: 1 hour

Clients: Phone Call

Have some questions you’d like to discuss, review a piece of your financial plan, or just catch up. Schedule a phone call here.

Duration: 30 minutes

Clients: Planning Meeting

Recieved a reminder to schedule your financial review? Use this appointment to get on the calendar.

Duration: 1 hour

One-Time Financial Plan

One-Time Financial Plan: Introductory Call

Duration: 30 minutes

One-Time Financial Plan: 90-min Review Meeting

Duration: 1 hour and 30 minutes

Professionals

Professionals: 30 Min. Connect

Duration: 30 minutes

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