Schedule An Appointment
Welcome to our scheduling page. Please choose the appropriate meeting type to schedule an event.
If you are a potential new client, then please choose the 60-minute consultation option. Should you choose any other option, you will be contacted so you can be redirected to the proper option and your incorrect appointment will be edited from the calendar.
New Client: 60 Minute Consultation
$310
- 60 min
- Web Conferencing
We’re excited to meet with you to discuss your planning goals! Choose your preferred time slot.
20 Minute Call with COI’s or Advisors
- 20 min
- Web Conferencing
This option is for Centers of Influence, (COI) who want to discuss a new potential partnership with LNN, PC, or for an advisor who wants to discuss a client referral.
20-Minute Call With Existing Clients
- 20 min
- Web Conferencing
This option is for clients who have a current working matter that they need to discuss. If you are a past client with a new matter, then please choose the option for new clients.