Schedule Appointment with Strategic Wealth, LLC

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Our Clients

Client Review - 45 Minutes

45 minutes

Your review can be scheduled as a face-to-face meeting at our office, by phone, or as a Zoom web conference.

Whatever You Need - 30 Minutes

30 minutes

Our meeting may be scheduled face-to-face meeting at our office, by phone, or as a Zoom web conference.

Prospective Clients

Introductory Meeting or Call - 30 Minutes

30 minutes

Our meeting may be scheduled face-to-face meeting at our office, by phone, or as a Zoom web conference.

Special Services

Financial Planning - Discovery Meeting

2 hours

The Discovery Meeting may be scheduled to take place at our office in Alpharetta, by phone, or as a Zoom web conference.

Financial Planning - Presentation Meeting

1 hour 30 minutes

The Presentation Meeting may be scheduled to take place at our office in Alpharetta, by phone, or as a Zoom web conference.

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