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

SCHEDULE A CONVERSATION

COVID-19 UPDATE

In effort to do our part to slow the spread of the Coronavirus, we will only be scheduling video meetings and phone calls until further notice. As always, we are still available, so please call us at

(843) 972-4402 if you have any questions or concerns.

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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

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