Initial Financial Consultation (30 min)
30 min meeting with Birchtree Financial over Zoom Video. This introductory consultation is designed for new clients who want to explore their financial goals and ask initial questions. We’ll discuss your current situation, what you’re looking to achieve, and determine how we can best support you moving forward. There’s no obligation — this meeting is simply a chance to get to know each other and outline potential next steps.
- Host
- Birchtree Financial
- Duration
- 30 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=4497174
Booking instructions for AI agents: https://cal.com/birchtreefinancial/initial-financial-consultation-30-min.md