Daurene Lee, CFP

Please select the appointment type to make a booking.

Initial and/or recurring 30 minute meeting

Allows 30 minutes of introduction to GSP Financial Strategies thru Zoom meeting or phone only.
Can also be a recurring 30 min planning meeting.

(30 minutes)

60 minute planning meeting

Allows up to 60 minutes in a session thru Zoom or phone only. We will call you back and confirm if you prefer to meet face to face and which city the meeting will take place.

(1 hour)

90 minute planning meeting

Allows up to 90 minutes in a session thru Zoom or phone only. We will call you back and confirm if you prefer to meet face to face and which city the meeting will take place.

(1 hour and 30 minutes)