Cortney R. Giles, MBA, CFP®, EA, CRPC®

Book a call or schedule a meeting. I'm looking forward to connecting.

Client Service Questions - 15 Minutes

This is where we go over general or specific questions, have a follow-up discussion, or discuss whatever is on your mind.

Client Service Questions - 30 Minutes

This is where we go over general or specific questions, have a follow-up discussion, or discuss whatever is on your mind.

Introductory Phone Call for Prospective Clients - 30 Minutes

This call is our first step to learn more about each other and whether we can help. If it seems like a good fit, we will schedule a follow-up meeting.

Client Service Questions - 45 Minutes

This is where we go over general or specific questions, have a follow-up discussion, or discuss whatever is on your mind.

Client Review Meeting

This is a time for us to review and make progress on your goals.

Google Meets - Client Review Meeting

This is a time for us to review and make progress on your goals.