Intro Meeting
15, 30, 45 min meeting with Wealth Habits over Google Meet.
- Host
- Wealth Habits
- Duration
- 15, 30, 45 min
- Location
- Google Meet
- Host time zone
- America/New_York
- Confirmation
- Bookings are confirmed instantly.
- Required booking fields
- Your name, Email address, What is your phone number?, What services are you interested in?, Can you share a bit about your personal background?, What is top of mind?, What led you to reach out to a financial planner?, How did you find me?, Do you want to receive my monthly newsletter (personal updates, financial planning action reminders, investment ideas)?
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=2517754
Booking instructions for AI agents: https://cal.com/wealthhabits/intro.md