Schedule Appointment with Certified Financial Group

20-Minute Intro Call with Chris Toadvine

20 minutes

Score My Funds 15-Minute Call

15 minutes

Intro to PEP Phone Call

30 minutes

Snag a time that works for you!

30 minutes

Virtual Annual Review with Chris Toadvine

1 hour

15-Minute Intro Call with Nancy Hecht

15 minutes

15-Minute Intro Call with Denise Kovach

15 minutes

15-Minute Intro Call with Rodney Ownby

15 minutes

15-Minute Intro Call with Harry Stadelmayer

15 minutes

15-Minute Intro Call with Charles Curry

15 minutes

15-Minute Intro Call with Roger Johnson

15 minutes

60 Minute Get Acquainted Meeting With Chris Toadvine

1 hour

Client Review Meeting with Chris

1 hour 30 minutes

SmartAsset Intro Call

15 minutes

20-Minute Virtual Intro Call with Dave Balakrishnan

20 minutes

15-Minute Financial Planning Intro with Wynn Smith

15 minutes

30 Minute In-Person Get Acquainted Meeting

30 minutes

15-Minute Intro Call with CFG

15 minutes

60 Minute Get Acquainted Meeting With CFG

1 hour

15-Minute Intro Call with Matt Murphy

15 minutes

30 Minute Phone Call With Chris Toadvine

30 minutes

15-Minute Intro Call with Donny Morehouse

15 minutes

Meeting With Roger Johnson

1 hour 30 minutes

Please call or email Carrie for additional days and times? (407-869-9800 Carrie@FinancialGroup.com)

60 Minute Get Acquainted Meeting With Denise Kovach

1 hour

30 Minute Phone Call With Denise Kovach

30 minutes

Client Review Meeting with Denise Kovach

1 hour 30 minutes

30-Minute Intro Meeting With Sheri Cuff

30 minutes

60-Minute Meeting With Sheri Cuff

1 hour

Certified Financial Group

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