Skip to main content
Form CRS | Client Logins | Contact | (830) 609-6986

Set Appointments Online

Close-up of a calendar with the 13th and 20th highlighted in red.

Our goal is to serve you in a personal way while offering the latest in technology. Therefore, we are proud to share that you can now set appointments online with Bob or Nathaniel! Instead of having to call during office hours to set an appointment, you can now pick a time that works for you, right from your computer or phone.

How Do I Schedule An Appointment Online?

From the Christian Financial Advisors website, click on “Meet With An Advisor”. This will take you to a page to choose either Nathaniel or Bob. After you pick Nathaniel or Bob, and you will be taken to their personal scheduling page. From there, you can choose a 15, 30, or 60 minute appointment slot based on their current availability.

It’s that easy! You will automatically receive a confirmation e-mail after you set up the appointment. Need to cancel or reschedule? You can do this online as well! You’ll have the option to reschedule or cancel directly from the email you received.

What If I Still Want To Call To Set Up An Appointment?

That’s perfectly fine! If you have any questions about our new online appointment scheduler or if setting up an appointment online isn’t for you, our staff is still scheduling appointments via phone. Just give Christian Financial Advisors a call at (830) 609-6986.
Happy scheduling!

  1. Click “Meet With An Advisor”

Financial advisors consulting with clients outdoors in a park setting.

2. Choose An Advisor

Financial advisors Bob Barber and Nathaniel Morris for scheduling appointments.

3. Choose A Time Frame

Schedule your financial consultation with Christian Financial Advisors online.

4. Choose A Day

Online appointment scheduling for Christian Financial Advisors.

5. Choose A Time And Confirm

Online appointment scheduling interface for Christian Financial Advisors.

6. Add Your Details And Schedule Event!

Online appointment scheduling form for Christian Financial Advisors.

The views expressed represent the opinion of Christian Financial Advisors®. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Christian Financial Advisors® believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Past performance is not indicative of future results. For any discussion of equity securities: Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. For any discussion of taxes: Christian Financial Advisors® does not provide tax advice and encourages you to seek guidance from a tax professional.