Family Retirement LLC

Please select a service to make your booking.

New Client

New Client - First Meeting

During our first meeting we take time to understand your financial and investment goals, as well as, diving into your financial habits.

By providing your current financial statements, we can compare your goals and help create a plan to get there.

Duration: 1 hour and 30 minutes

Existing Client Only

Existing Client Only - Follow Up

Our follow up meetings are for more comprehensive topics regarding your financial plan.

Duration: 1 hour

Existing Client Only - Quick Call

This meeting is perfect for existing clients that want to discuss a specific financial topic or to touch base.

Duration: 30 minutes

Existing Client Only - Annual Review

During our annual review we take time to update financial information and adjust goals, as needed.

Duration: 1 hour and 30 minutes