Convergent Financial Grp | Schedule a Meeting | Mount Pleasant, SC

SCHEDULE A CONVERSATION

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INTRODUCTION MEETING

Prospective clients will meet in-person with Jeremy Ellisor to share what they are looking for. Jeremy shares a demo of CFG solutions.

Meeting time: approx. 1 hour

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INTRODUCTION

VIDEO CALL

Prospective clients share what they are looking for and Jeremy shares his screen to demo solutions via video conference.

Video call time: approx. 1 hour

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INTRODUCTION

PHONE CALL

Prospective clients talk with Jeremy Ellisor to share what they're looking for.

Phone call time: approx. 30 minutes

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CLIENT

MEETING

Existing clients will meet in-person with Jeremy Ellisor.

Meeting time: approx. 1 hour

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CLIENT

VIDEO CALL

Existing clients meet with Jeremy Ellisor via video conference to discuss progress and any situation changes.

Video call time: approx. 1 hour

schedule a phone call Convergent Financial Group

CLIENT

PHONE CALL

Existing clients talk with Jeremy Ellisor via phone.

Phone call time: approx. 30-45 minutes

We are glad to welcome you for in-person meetings at the office if you are comfortable coming in. Simply indicate whether you would like Jeremy to wear a mask when you schedule your appointment and he will be prepared accordingly. If you are not ready for an in-person meeting, you can select a phone call or video call as you schedule below.

If you have any questions or concerns, please call us at (843) 972-4402.