15 Min - Quick Chat
Quick call for short questions, verification, short follow-up calls, or if you just want to say hi.30 Min - Follow-up, Renewal Conversation, or Consult
This type of meeting is a post-intro call for follow-up, renewal of a prior plan, or quick intro meetings. If we have not met and this is an intro call, please select a 1 hour appointment.1 Hour - Tax mitigation Introduction or Other Comprehensive Meeting
Please select this meeting type if we have not yet met or the objective of this call is an introduction to any or all of our tax mitigation strategies (831(b), Charitable Donation, SOP, etc.). If this call is regarding tax mitigation, please be prepared with your Gross Revenue and Projected Tax Liability if possible. Thank you!