Video Call meeting
Meet privately and securely with a financial planner in a 30‑minute Zoom intro. Share key details, ask questions, and get a quick check-in or budgeting walkthrough with optional screen sharing—an easy first step toward a clear plan.
3 guests max
Take the first step toward a clearer, more confident financial situation with a focused 30-minute Zoom intro session. In a friendly, low-pressure video call, a personal accountant will first ask questions to identify client concerns and pinpoint your financial goals, then ask specific questions to gather relevant data needed to make calculations and produce reports.
Pricing: The video 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 tailor the conversation to your needs in real time. A video call can be a quick financial check-in, a time to exchange information with a personal accountant, a budgeting walkthrough to organize income and expenses, or an open Q&A to get straightforward answers to the questions that have been on your mind.
Who Can Join?
Ideal for individuals who want a helpful starting point—whether you’re building a budget for the first time, tightening up spending, or looking for a clearer view of upcoming bills and balances. A video call is also a great way to check in and quickly update the financial planner with new data for updated financial reports and summaries.
Before You Join:
For the best experience, please minimize unnecessary background noise or visual distractions during the call. Due to the ease of computer access during a video call, preparation is not a priority compared to other meeting methods. If you are video calling on a phone, you should gather as much relevant data as possible, for example, screenshots of credit card statements, to ease the efficiency of information exchange during the video call.