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For financial advisors

Meeting booking for advisors, with the pre-meeting questionnaire.

The first meeting goes better when the client has already said why they are coming and what they will bring. They answer before the calendar, consent to share financial information, and the meeting lands in your agenda.

Book a free call30 minutes · we set it up with your form · no commitment

What your clients fill in before they come

Free to print. The same questions they answer on their phone when they book online.

What is the meeting about? *

  • Retirement planning
  • Investments
  • Insurance
  • Tax planning
  • Debt or budgeting
  • Estate planning
  • Other

Your household situation, in a few words (single, couple, dependants, business owner)

What will you bring?

  • Recent statements
  • Last tax return
  • Pay stubs
  • Insurance policies
  • Nothing yet
Print the free formHave clients sign it online

What it costs

Example prices at our published rate. Your exact price comes from the free call, in writing.

  1. Essential$2,700 to $4,500Your form, your calendar, deposits and reminders.
  2. Connected$4,500 to $8,100Plus your accounting or your calendar app, and your own rules.

Or from $250 a month for 12 months, then it is yours. Start from your budget

Also built for financial advisors

Professional website

A fast bilingual site that ranks for your trade and your city, with the booking built in.

Open →

Questions

01What does the pre-meeting questionnaire ask?

The purpose of the meeting, the household situation in the client's own words, and the documents they will bring. Nothing about account numbers or a social insurance number.

02Where is the client data stored?

On your own database, in your own box. Nothing is shared with other advisors or with us.

03Can the website and the booking work together?

Yes. The website carries the booking button; the booking box carries the questionnaire. Both are built and quoted separately, so you can start with either.