Schedule A
Financial Planning Session

Time for your financial review?

Select your desired date and time below to schedule a Financial Planning Session
with Christopher Walsh, CFP®. 

Need Assistance Scheduling?

  1. Select the date and time that works best for your schedule, then click “Confirm”.
  2. Fill out the form with all the required information. The more thorough, the better. Feel free to share any additional information with us you may find important.
  3. Click “Complete”.
  4. The confirmation screen will appear. Be sure to add the meeting to your calendar.