facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Schedule a Meeting

Meetings for clients of Practical Financial Planning.
Not yet a client?
Click here.

Speak with your advisor outside of your regular meetings.
Setting planning priorities
    First Meeting for new Clients. (Not yet a client? Click here.)
Other meeting topic
Use this link if your meeting topic is not listed.