First Phone appointment - We haven't spoken yet.

This is an appointment where I’ll gather initial information about you and your current plan. We’ll be done within 20 minutes.

It is helpful if you could have your current policies handy, but, not required. Looking forward to our phone appointment.

Duration: 20 minutes

All other phone appointments

Choose this appointment if we’ve already been introduced. Please only answer the first three questions on the booking form.

Duration: 20 minutes

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