As an existing client of Baldwin Financial Advisors, please use the links below to book an appointment. Once you schedule your appointment, we will be in contact with you to gather any information we will need in preparation for our meeting. If you experience any issues booking an appointment, please email us at Plan@BFinancialAdvisors.com for assistance.
Comprehensive Plan Update
As a client of Baldwin Financial Advisors, we recommend annual Comprehensive Plan Updates to review and update your financial plan for success. This meeting lasts approximately two hours.
Other/Additional Meeting
Have a question about your Action Items/Follow Up? Need to discuss new financial information with Baldwin Financial Advisors? Book an Other/Additional meeting to go over any questions or concerns you may have. This meeting is typically 30 minutes, dependent on material.
Action Item Review
After your plan delivery or plan update meeting, we will meet with you to review your action item checklist & assist with implementation. This meeting lasts approximately one hour. Monday and Wednesday meetings can be in person, via phone or on Microsoft TEAMS. Friday meetings will be via phone or Microsoft TEAMS ONLY.
15-30 Minute Call
Schedule a 15-30 minute phone call with the team to discuss any of your action items.
