Thank you for your interest in a Financial Planning Session with Christian Financial Advisors! Before moving forward, we need to be sure you have access to our latest Form ADV 2A-2B. You may click here to view or download a copy.
How do you book your Financial Planning Session? It’s as easy as 1, 2, 3!
1. Click the Schedule Appointment button below
2. Choose a time and pay to book your appointment
3. Review and electronically sign the Financial Planning Services Agreement
Once we receive your signed Financial Planning Services Agreement, we will email an invitation link to your personal financial planning portal. This will allow you to provide the additional details needed to prepare for your upcoming Financial Planning Session with our team. We’re here to serve and we look forward to helping you!
Please note: the initial Financial Planning Session is $500 for a two (2) hour meeting. Additional time may be booked at a rate of $250 per hour.