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