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30 Min Advisor w/Client Exploratory Call

Call with Clients and any of their Professional Advisors

  • 30 minutes
  • Online Zoom Video call or Phone Call

Service Description

This is an opportunity for clients to have a call with any of their Financial Professionals (including but not limited to CPA, Realtor, Estate Planner, Financial Advisor, etc.) to discuss overall situations or specific topics. If possible please also specify ahead of time who all will be joining (name and their role). We'll assume it will be a Zoom Video Call unless you specify Phone and provide all parties phone numbers.

Cancellation Policy

To cancel or reschedule please contact us directly if it's within 4 hours of your originally scheduled time at 303-881-7271 (call or text Angela) or

Contact Details


Home Branch located in Oregon. Angela is located in Colorado. Denver, Colorado, USA

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