For new clients –
- You will start with a 15 minute phone call with Janea Dieno so we can find out more about you and what you are looking for. Please book your call here on our online calendar (no username required!)
- After our phone call we can schedule a time to get together. You will be asked to bring in some of your documents to prepare your financial plan.
For existing clients –
To review your investment, insurance and financial plans please click here for our full calendar.
Alternatively, please feel free to call our office anytime at 306.979.5000.