Appointment Scheduling Links

Exploration

Client Appreciation Call

Status Update Meeting

Free Discovery Call

Discussion With Michelle

Digital Coffee With Michelle

Fulfillment

Tax Return Review

Tax Planning Session

Monthly Financial Review

Onboarding Call

Discussion With Michelle

Operations

Training Session 30 Minutes

Training Session 60 Minutes

Job Interview 15 Minutes

Job Interview 30 Minutes

Discovery

Discovery With Janel

Discovery Call With Selena

Other Appointments

Office Appointment

Phone Appointment