What If Advice
Advice Presentation Meeting
60 min
Advice Strategy Session (LMO UF)
90 min
Review Meeting
60 min
Existing Client - General Meeting
60 min
Advice Strategy Session (WIAA UF)
90 min
CV
Accounting Discovery Chat
15 min
BC
Advice Strategy Session (CME UF)
90 min
CV
Advice Discovery Chat
15 min
CV
Initial Advice Meeting
60 min
CV
Follow-up Meeting
30 min
CV
Advice Presentation Meeting
90 min
CV
Advice Strategy Session (BMA UF)
90 min
BM
Advice Strategy Session (ABI UF)
90 min
AB
Video Intro Chat
30 min
AB
Phone Intro Chat
15 min
AB
Discovery Meeting (Online via Teams)
90 min
AB
Discovery Meeting (In Person)
90 min
AB
Advice Presentation (Online)
90 min
AB
Advice Presentation (In Person)
90 min
AB
Advice Review Meeting (Online)
60 min
AB
Advice Review Meeting (In Person)
60 min
AB
Service Wrap-Up Meeting
30 min
AB