Schedule a Review Meeting | Otium Financial Planners
Client Services
Schedule a Review Meeting
Choose the format that works best for you — phone or on-line video
We've made it simple to find time with us — and we want to make sure that time is well spent before we sit down together.
That's why we strongly recommend beginning with a brief phone call. This short conversation gives us a chance to understand where you are today — your goals, any recent changes in your situation, and what's most important to you right now. It lets us gather the right information and come fully prepared, so that when we do meet — by video or in person — we can focus on what matters most to you.
How it works
Step 1
Start with a phone call
A quick 15–30 minute conversation to learn about your current situation and what you'd like to accomplish.
Step 2
We prepare for you
We review your information, gather relevant details, and build an agenda tailored specifically to you.
Step 3
Meet your way
Together, we'll determine whether a video call or an in-office appointment is the right next step for you.
Think of the phone call as your personal pre-meeting. When we connect first, our time together — whether virtually or in person — becomes focused on meaningful conversation, clear next steps, and strategies that are genuinely relevant to your life. It prevents unnecessary back-and-forth and ensures every minute of your visit is as productive as possible.
To get started, use the scheduling tool below to pick a time that works for you. We look forward to connecting and helping you move forward with clarity and confidence.
Prefer to schedule by phone? Call our office at 440-252-2449 — we're always happy to help.
In-office appointments with Kip are scheduled by phone rather than online. To arrange a visit, please call us at 440-252-2449 and we'll be happy to get you set up. We appreciate your flexibility and look forward to seeing you soon.
