Welcome to our appointment scheduling system.

Schedule your free one-on-one virtual financial planning session with a volunteer CFP® below.

 

Tell a friend!

1. Select advisor2. Select Date3. Select Time4. Finalize appointment

Appointment Locator
Select Language
Select special needs/issues:
Budgeting
Debt Management
Health & Health Care Issues
Insurance/work benefits
Savings & Investment
Tax Management
College Funding
Select Advisor
Date
  December 2022  
Sun Mon Tue Wed Thu Fri Sat
01 02 03
04 05 06 07 08 09 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31
  January 2023  
Sun Mon Tue Wed Thu Fri Sat
01 02 03 04 05 06 07
08 09 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31

 

ONE ON ONE FINANCIAL PLANNING MEETING SIGN-UP

·       Select your primary area(s) of concern in the "Select special needs/issues" checklist. This will help us prepare to make the best use of your time.

·       If your prefered language is not English select your preferred language in the drop down and then one of the advisors in the "Select Advisor" drop down. 

·        Select a date and time for your virtual financial planning meeting. Meetings must be scheduled at least two days in advance.

·        Complete the questionnaire and review the Terms of Engagement.

·        You will receive a confirmation email after scheduling your meeting. If you do not receive a confirmation email, your meeting is not scheduled. Please try again.

·       Your volunteer financial planner will email you with any information you will need for your meeting - including video conference details and any reference material.

·        Meetings will be limited to 45 minutes. Please arrive on time to receive the full benefit of your financial planning meeting.

·       You may cancel or reschedule your meeting at any time. We ask for your consideration in letting us know if you are not able to make it. 

 

 

Technical Support