Open World Financial Life Planning

Please select the appointment type to make a booking.

First Meeting

For potential new clients who want to book a first meeting to get to know Ian and evaluate the firm’s services.

Duration: 1 hour

Existing Clients: Quick Call

For Reviews, Updates, or Other ongoing service needs. Existing Clients Only.

Duration: 30 minutes

Colleague: Quick Call

For catching up, talking shop, or other conversations as professionals.

Duration: 30 minutes

Existing Clients: Regular Meeting

A regular update meeting, focused on continued regular work and not solving a particular issue. Existing Clients Only.

Duration: 1 hour

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