REAL Financial Planning Experience via Google Meet
1 hour
If you can't find a time that works for you please reach out to me directly and we'll find a time that works for both of us.
You'll have the option to add an additional guest (such as your spouse) to the meeting after you click the Book Event button.
Strateon Intelligent Wealth captures a transcript of the meeting for notes and future reference. Video and audio are not recorded, but the transcript will be saved. AI tools will also be used for generation of a summary of the meeting. By scheduling this meeting you agree to the use of transcription and AI tools during and after our meeting.
Your email address will be added to the Strateon Intelligent Wealth Insights Newsletter. You can unsubscribe at any time.
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