Schedule a Meeting with US
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First Time Prospect Meeting
Our first meeting is a 30 minute Zoom call to learn about your financial situation and discuss our services.
Virtual Client Meeting
A one hour Zoom meeting for clients. We will discuss your financial needs and review your assets, debts, income, expenses, spending plan, and rebalance your investments.
During the year, we address: tax planning, retirement planning, insurance review, and estate planning. If applicable: credit reports, charitable giving, education planning, long term care, and any other financial issue.
Client Check-In Meeting
A 30-minute Zoom meeting for clients. We will address your financial issues, that may include: your balance sheet, spending plan, rebalancing your investments, tax planning, retirement planning, insurance review, estate planning, charitable giving, education planning, long term care, and any other financial issue you have.
In-Person Tucson, AZ Client Meeting
Four times during the year, we have in-person meetings in Tucson, AZ. For clients who want an in-person meeting outside of Tucson, please email us to schedule: info@aiofinancial.com
We regularly travel to Los Angeles, Las Vegas, Boulder, Portland, and Seattle.
