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CLIENT JOURNEY

Wealth Analysis / PFC

Complete or continue the household Wealth Analysis/PFC with a BPP Wealth Strategist.

1 hour 30 minutes Location BPPHQ Virtual Offices Hosted by Chanda Ali & JABARI ALI

BEFORE YOUR APPOINTMENT

Before Your Appointment

  • Monthly household income and regular expenses.
  • Savings, investments, retirement accounts, and existing insurance information.
  • Mortgage, loans, credit balances, and other major obligations.
  • Your financial priorities, retirement goals, and questions for the strategist.
Who should attend?

Please include every household decision-maker who should understand or approve the strategy.

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.