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Meeting guide

To schedule a meeting with Cairn Financial Group, select a half-an-hour, one hour, or one-and-a-half-hour time slot below, depending on how much time you anticipate needing. If you are unsure about how much time you may need, see the below guide. Most meetings require one hour of time.

30-minute meetings

  • Meetings regarding quick tasks and “follow-ups” to a previous meeting

  • Investment check-ins, allocation updates

  • Ad Hoc

1-hour meetings

  • Prospective client consultations and other potential client meetings

  • Quarterly planning meetings

  • Follow up meetings requiring more time

  • Ad Hoc

1.5 hour meetings

  • Financial Fact Finder Review

  • In depth meetings

  • Ad Hoc

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