Schedule A Meeting
15 Minute Phone Call
Set up time to hop on the phone with Russ or Joe to introduce yourself or address a minor question.
30 Minute Zoom Meeting
Schedule 30 minutes with Russ or Joe via our zoom meeting feature. This meeting can be for a new prospect who wants to learn more about our firm or current clients looking to address a financial transition or current accounts with us.
30 Minute In-Person Meeting
Complimentary in-person introduction meeting with our duo of CERTIFIED FINANCIAL PLANNERS™, Russ Hodgson and Joe Pond, to discuss your personal financial situation and evaluate whether our financial planning services are what you are looking for.