Broker Check

Schedule a Review Meeting

Scheduling Your Meeting - This page makes it easy for you to schedule time with us— whether you prefer a phone call, video meeting, or in-office appointment.

We strongly recommend starting with a brief pre-meeting phone call first.
This initial conversation helps us get to know your current situation and goals before we meet face-to-face or online. It allows us to review any recent updates, gather the right information, and make sure we’re fully prepared to make the most of our time in the next meeting.

Think of the phone call as your personalized “pre-meeting.”
It ensures that when we sit down together — whether virtually or in person — we’re focused on meaningful discussions, clear next steps, and strategies that are relevant to you. This also helps prevent unnecessary back-and-forth and ensures that your video or office meeting is as efficient and valuable as possible.

Once we’ve connected by phone, we can determine if a video meeting or in-office appointment makes the most sense for your next step.

To get started, simply use the scheduling tool below to pick a time that works best for you.
If you run into any issues or would rather schedule over the phone, please call our office at 440-252-2449 — we’re happy to assist you.

Looking forward to connecting soon and helping you plan with confidence!


Kip is not currently offering online scheduling for in-office appointments.

If you need to come into the office for your meeting, please call 440-252-2449 to make arrangements.

During your appointment, you will meet with Kip by video conference while you are in our office conference room. Another financial advisor will be in the room with you to help during the meeting.

We truly appreciate your understanding and cooperation.

Not Available