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:
Introductory Financial Phone Call
Initial Financial Appointment - Live
Initial Financial Appointment - Zoom
Quick Financial Phone Call
2nd Financial Meeting - Zoom
2nd Financial Meeting - Live
Financial Review - Existing Client - Live
Quick Financial Zoom
Financial Review - Existing Client - Zoom
60 minute Zoom
60 Minute Live Appointment
90 Minute Zoom Meeting
Recurring Appointment:
Weeks to book:
Terry Wheeler - WE RIA
30
minutes
30 minutes
30 minutes
30 minutes