Get To Know you meeting

Welcome and thank you for taking the time to learn more about us before we connect in our Get To Know You meeting! A quick reminder regarding Branson Financial Planning and our process:


  1. The Get To Know You meeting and any proceeding meetings that determine our fit working together are complimentary. 
  2. Please read our Process + Pricing page for details on how we work with folks, our pricing and our general planning process.
  3. We are a virtual firm. Everything, including the Get To Know You meeting, will take place over Zoom. We will have a successful relationship as long as you have an internet connection and access to a computer.
  4. If you cannot make your scheduled meeting, out of respect for our time and yours, please let us know

When you’re ready, please click “Get To Know You meeting” below to connect to our calendar. Thanks and I look forward to meeting you!