Schedule Your Introductory Fit Call

This 20-minute call is the first step toward your retirement life plan.

Already a Metanoia Financial client?
Click here to schedule a meeting with Bobby.

We Know Meeting with a New Financial Advisor Can Feel Intimidating.
Let Us Make It Easy On You!

Pick the Date and Time that Work Best for You

We’ve included our chief financial advisor Bobby Cremins’ calendar above. Simply click on a date to see available times and choose the one that works. Then press confirm!

Add Your Information

Add your name and email so we can send appointment details to the right place. Then choose a phone call or Zoom meeting — whichever is easiest on your end. Finally, share any details we need to know to make this meeting as valuable as possible.

Prepare for Your Meeting

We’ll ask some key questions to direct our first meeting, but if there’s anything you want to be sure to talk about, make a note of it! We want to make this meeting helpful for you, so don’t be afraid to come with notes.

Remember, This Isn't a Sales Pitch.
It's a 20-Minute Mutual Fit Call.

We know the word “advisor” can make people think of a sales pitch. That is not our process.

This 20-minute call is a no-commitment, two-way conversation to determine if we are a mutual fit. You’ll share your goals, and we’ll share how our “Personal CFO” service works.

If it’s a fit, great! If not, we’ll try to point you in the right direction.

Schedule Your Introductory Fit Call

This 20-minute call is the first step toward your retirement life plan.

We Know Meeting with a New Financial Advisor Can Feel Intimidating. Let Us Make It Easy On You!

Remember, This Isn't a Sales Pitch. It's a 20-Minute Mutual Fit Call.

We Know Meeting with a New Financial Advisor Can Feel Intimidating.
Let Us Make It Easy On You!

Remember, This Isn't a Sales Pitch.
It's a 20-Minute Mutual Fit Call.