Calendly Routing Form

  • Your Meeting, Your Way

    Answer these quick questions to help direct you to the right meeting option.

  • How would you prefer to meet?

  • Phone is the ideal option if:

    • You’re on the go
    • You prefer audio-only conversations
    • You don’t need screen sharing
    • You’re in a low-bandwidth area

    Zoom is the ideal option if:

    • We’ll review documents, visuals, or strategy
    • You’d like a more personal, face-to-face conversation
    • Screen sharing may be helpful
    • You’re in a quiet space with stable internet

     

    If you're unsure, Zoom is generally best for strategy or detailed conversations, while phone is perfect for quick, focused discussions.

  • How much time should we set aside for your meeting?

    Choose the time that best fits what you'd like to discuss. If you're unsure, a little extra time is usually helpful for financial conversations.

  • 15 Minutes – Quick Financial Check-In

    This is ideal if you have a focused topic and don’t need a deep dive.

    Not ideal for major financial questions/decisions.

     

    45 Minutes – Strategy & Planning Session

    This allows us to step back, look at the full picture, and provide thoughtful, comprehensive guidance.

     

    If you're unsure, the 45-minute option ensures we have enough time to properly address your goals. But don't worry, if we determine you need more, we can always schedule a follow-up.

  • You've selected a 45 minute phone call.

    If this is correct, click the submit button to schedule. To change your selection, select the back button.

  • You've selected a Zoom meeting.

    If this is correct, click the submit button to schedule. To change your selection, select the back button.

  • You've selected a 15 minute phone call.

    If this is correct, click the submit button to schedule. To change your selection, select the back button.
  • Should be Empty: