Consort Financial Partners
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New Client Consultation 15 Minutes-Phone Call
Book a phone call with us for 15 minutes! All times are Eastern/Standard Time.
15 minutes
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New Client Consultation 15 Minutes-Video Call
Book a video call with us for 15 minutes! All times are Eastern/Standard Time.
15 minutes
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New Client Consultation 15 Minutes-In Office
Book a time to meet with us for 15 minutes! All times are Eastern/Standard Time.
15 minutes
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Existing Client Account Review 60 Minutes-In Office
This is to schedule a review of your accounts at our office located in Lexington, Kentucky.
1 hour
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Existing Client Account Review 60 Minutes-Video Call
This is to schedule a review of your accounts by a video call.
1 hour
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Existing Client Account Review 30 Minutes-Phone
This is to schedule a review of your accounts by phone call.This is a hybrid account review that will contain email follow ups.
30 minutes
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