Client Scheduling

REMINDER: INTERNAL PAGE ONLY.

You can copy the link and email to clients or schedule them while they are on the phone.

 

Blacksburg Office: General FP Meeting, Snapshot & Meet OLIO

Click on the team of advisors (top row) or an individual advisor (bottom row) to be redirected to the correct Acuity Scheduling page. Options include in-person and virtual zoom meetings.

NOTE: Please use separate links below to schedule a Kick-Off meeting

Blacksburg Kick-Off Meetings

Kick-Off Meetings require special scheduling. Use these links for Kick-Off Meetings ONLY. Options include in-person Blacksburg and zoom virtual.

(2-hour meetings, limit of 1/team/week)

 

Tysons Corner Calendar

NOTE: Before providing this calendar, check with RCH to make sure dates are correctly marked in Acuity.

Currently only books AJM. CCD will have to copy meeting confirmations to her calendar if she will be attending.

 

Exception Calendar links

Use ONLY with advisors’ permission.

These links will look for appointment times available 24 hours and beyond and includes Monday-Friday options. In-person Blacksburg and virtual zoom.