Quantity:
1 hour 30 minutes
The Financial Review (Red Wing & Surrounding 25 Mile Radius) is an in-person meeting for those residing in Southeastern Minnesota and Western Wisconsin. Schedule your appointment on either a Monday, Wednesday, or Friday unless another day is available. If you need to make an appointment on a different day than available, please email Janice.Fier@BluprintFinancial.com Choose to meet in our Red Wing Office, Your Home, or Location of your Choosing, e.g. Coffee Shop, Library, Restaurant.
15 minutes
The 15-Minute Discovery Call is a meeting where we learn more about one another: your particular situation, what matters most to you, the services we offer, and how we work with our clients.
15 minutes
The 15-Minute Check-In Call is a meeting to address a quick question, concern, or share some good news.
1 hour 30 minutes
The Financial Review (Twin Cities Area) is an in-person meeting for those residing in the Twin Cities Area. Schedule this appointment on either a Tuesday or Thursday unless another day is available. If you need to make an appointment on a different day than available, please email Janice.Fier@BluprintFinancial.com. Choose to meet in Your Home or Location of your Choosing, e.g. Coffee Shop, Library, Restaurant.
1 hour
The Financial Review (Virtual Meeting/Conference Call) is a comprehensive financial review meeting.
30 minutes
The Financial Touch Base (Virtual Meeting/Conference Call) is a meeting to discuss a certain issue to address. e.g. Help with Financial Planning Software, Account Performance Review, or Work Benefits Review.