Intro Call
15 min meeting with Jake Harvard, CPA, CFP® over Attendee phone number. Requires the host’s confirmation. We will call the number you provided.
- Host
- Jake Harvard, CPA, CFP®
- Duration
- 15 min
- Location
- Attendee phone number
- Host time zone
- America/New_York
- Confirmation
- The host confirms each booking; it stays pending until they accept it.
- Required booking fields
- Your name, Email address, What's prompting you to reach out?
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=6179981
Booking instructions for AI agents: https://cal.com/harvard-wealth-management/intro-call.md