Cortney R. Giles, MBA, CFP®, EA, CRPC®
Book a call or schedule a meeting. I'm looking forward to connecting.
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.
Google Meets - Client Review Meeting
This is a time for us to review and make progress on your goals.
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.
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.
