Shean’s Booking Pages

Shean - Main Booking Page: www.wealthkc.com/shean-scheduling

Shean - In-Person Meeting: https://oncehub.com/Shean-InPerson

Shean - Web Meeting: https://oncehub.com/Shean-Web

Shean - Phone Meeting: https://oncehub.com/Shean-Phone

Shean - Introductory Call: https://oncehub.com/Shean-WealthKCIntroductorycall

Shean - Internal Introductory Call: https://oncehub.com/PAGE-6D9AC9910B

Shean - Plan Delivery Meeting (connected to Will’s calendar): https://oncehub.com/PlanningMeeting-Shean

Will’s Booking Pages

Will - Main Booking Page: www.wealthkc.com/will-scheduling

Will - In-Person Meeting: https://oncehub.com/Will-InPerson

Will - Web Meeting: https://oncehub.com/Will-Web

Will - Phone Meeting: https://oncehub.com/Will-Phone

Will - Introductory Call: https://go.oncehub.com/WKCIntroductoryCall

Will - Internal Introductory Call: https://oncehub.com/PAGE-366B1F9E88

Braden’s Booking Pages

Braden’s Main Booking Page: www.wealthkc.com/braden-scheduling

Braden - In-Person Meeting: https://oncehub.com/Braden-InPerson

Braden - Web Meeting: https://oncehub.com/Braden-Web

Braden - Phone Meeting: https://oncehub.com/Braden-Phone

Braden - Plan Delivery Meeting (Connected to Will’s calendar): https://oncehub.com/PlanningMeeting-Braden

Plan Delivery Scheduler: https://www.wealthkc.com/plandeliverymeeting

Links (alphabetical order):

Bank Account Information

Client Deliverables (Fit Meeting Brochure, Financial Plan Sample)

Data Gathering Checklist

Design Your Life

Estate Plan Questionnaire

Non-Cash Compensation Questionnaire

Onboarding Form

Planning Checklist

Pre Fit Meeting Agenda

Pre-fit Meeting Questionnaire

Risk Tolerance Questionnaire

Secure Client Uploads - Cognito Forms

Secure Client Uploads - Dropbox