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CLIENT JOURNEY

Initial Strategy Call

Begin the BPP client journey, identify priorities, and determine the best next step.

1 hour Location BPPHQ Virtual Offices Hosted by Chanda Ali & JABARI ALI

BEFORE YOUR APPOINTMENT

Come ready for a focused conversation

  • Invite your spouse, partner, or another key decision-maker when appropriate.
  • Think about the financial questions or concerns that brought you to BPP.
  • Be ready to discuss your goals for protection, retirement, wealth building, and legacy.
Who should attend?

Please include your spouse, partner, or any other person who helps make financial decisions. When time and preparation allow, this meeting may continue directly into the Wealth Analysis/PFC.

Times are shown where you are booking. Calendar invitations automatically adjust for every attendee.

1

Select a date and time

Only currently available dates are selectable. This appointment requires at least 24 hours’ notice.

Available dates

Dates with available appointments

AVAILABLE TIMES

Select a date

Choose an available date from the calendar.

Select an available date and time to continue.
2

Tell us who is attending

Each decision-maker receives the calendar invitation and meeting details as soon as the appointment is reserved.

Required for appointment details and reminders by text. Message/data rates may apply; reply STOP to opt out.

Additional attendees

Add a spouse, partner, family member, advisor, or another decision-maker.

One final note: Submitting this form immediately reserves the selected time. Each attendee will receive the calendar invitation and meeting details.