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SCHEDULE A MEETING
Meet with Jacob Gurock
Meet with Sterling
Meet with Wendy Payne
Meet with Sterling & Wendy
Meet with Mark McKaig
Prospect Intro Call
Initial Client Consultation (Virtual)
Client Check-In (Virtual)
Portfolio Review Meeting (Virtual)
Financial Planning Meeting (Virtual)
Initial Client Consultation (Virtual)
Client Check-In (Virtual)
Client Consultation (Virtual)
Portfolio Review Meeting (Virtual)
Financial Planning & Review Meeting (Virtual)
Call with Sterling
Initial Client Consultation (Virtual)
Client Check-In (Virtual)
Portfolio Review Meeting (Virtual)
Financial Planning Meeting (Virtual)
Prospect Intro Call
Introductory Call
Client Consultation (Virtual)
Financial Planning Meeting (Virtual)
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