All session types
In person90 min
Client Meeting — Meet Up
If this meeting is for a financial review or your first session with Vincent for financial planning, please complete this Pre-Appointment Survey before the meeting. It takes just 2 minutes and helps ensure a more meaningful and productive session.Pre-Appointment Survey: https://forms.office.com/r/qthpNvzqRpMeeting Guidelines: Open and transparent discussions will make this session more valuable. Please be punctual so we can make the most of our time together.
August 2026
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