Schedule Your Appointment

We’re trying to make scheduling an appointment easy by using a new online tool.

Once you choose an associate that you would like to meet with, fill in your contact information and choose a time slot for financial consulting, financial coaching or your tax appointment. Once your appointment is set, you will receive an email confirmation that will allow you to set the appointment in your calendar. You will also get a reminder email 24 hours before your meeting.

Sue Hansen’s Calendar

Gayle Olivette’s Calendar

Katelyn Kriesel’s Calendar