Financial Strategy Session (40 min)
40 min meeting with Birchtree Financial over Zoom Video. This in-depth session is ideal for clients who are ready to dive deeper into their financial planning. We’ll take a more detailed look at your goals and discuss strategies related to retirement planning, investments, tax efficiency, and long-term financial security. Please come prepared with any relevant information or questions so we can make the most of our time together.
- Host
- Birchtree Financial
- Duration
- 40 min
- Location
- Zoom Video
- Host time zone
- America/Edmonton
- Confirmation
- Bookings are confirmed instantly.
- Required booking fields
- Your name, Email address, What city and province are you located in? (We serve clients in Alberta & across Canada)
Available times, from the public API (header cal-api-version: 2024-09-04; add start, end and timeZone): https://api.cal.com/v2/slots?eventTypeId=4497235
Booking instructions for AI agents: https://cal.com/birchtreefinancial/financial-strategy-session-40-min.md