Client Connections (Phone, Virtual, In Person)
Quick Connection

Best as a relatively quick connection, a direct discussion, a meet and greet, or a check-in scheduled for a few minutes or up to 30 minutes.

30 minutes
Deep Discussion

Best for a deep discussion on one or multiple items at a relaxed pace, scheduled for 60 minutes (or longer, if needed).

1 hour
Related Professional Meeting

Best as an invitation for us to meet with you and your tax preparer, estate planner, or other related professionals.

1 hour
Comprehensive Progress Meeting

Best for an annual review-type meeting, scheduled for 90 minutes (or longer, if needed).

1 hour 30 minutes
Half-Day Retreat

Best as a family meeting with multiple generations.

4 hours 30 minutes
Full-Day Retreat

Best as a family meeting with multiple generations, held in a relaxed environment.

9 hours
Document Drop Off
Secure Drop Off

Best to ensure a timeslot to securely receive your documents.

10 minutes
Secure Recycling (Shredding)

Best to secure our receipt and secure destruction (and recycling) of your private documents.

15 minutes
Scan & Return to You

Best to ensure we can receive and return your documents ASAP, hopefully within a few minutes.

15 minutes