Welcome!  You can use this online tool for schedueling our introductory phone call! 

This is so much easier than playing phone tag to find a time to talk.... Use the arrows to advance if you need a time in the following week. Just pick a time and that's it!  I'll forward a preliminary questionnaire to learn more about your interests and call you at the appointed time.

If none of the available times work for you, send me an email (cfp@indfin.com) with the times that you have available.  If something should open up, I'll let you know in advance and call you then.

I look forward to our call!

Jim Lorenzen, CFP®