Phone call meeting
A focused, one-on-one Phone Call Meeting designed to identify the services you need and exchange the relevant data the financial planner needs to produce the reports and begin analysis + conclusions.
2 guests max
Take the guesswork out of your financial decisions with a focused, one-on-one Phone Call Meeting. A phone call gives you and a personal accountant time to converse and exchange information necessary to create financial reports and plan financially. This scheduled call gives you dedicated time to talk through what matters most—without the pressure of an in-person appointment. Pricing: The call is free for the first 30 minutes; if the client wants to stay on the call longer, the client will be charged at the $15/hour general advising rate.
What to Expect:
We’ll start by reviewing your current priorities, what services you're looking to get done, and the data needed based on the requested services. The personal accountant may ask questions about credit card balances, loans, and variable expenses. From there, the personal accountant will produce reports with charts, and provide a typed summary to help users interpret the key conclusions from each report.
Who Can Join?
Ideal for individuals or households who want an efficient and helpful financial check-in—whether you’re doing an intro call to get back on track or following up to stay on track.
Good to Know:
To keep the call efficient, please have screenshots of any information you’d like to share ready ahead of time, so you can access it quickly without needing to log into multiple banking or credit card accounts during the meeting.
Book Your Experience
Reserve your Phone Call Meeting today.