Step By Step Financial Update #2 (How Do Prospective Clients Schedule a Meeting?)

Below is a short video demonstrating how prospective clients schedule a 15-minute introductory call/ Zoom meeting with Step By Step Financial. We have recently updated this procedure. I have also linked to the prospective client scheduling app for reference.

Watch this video to learn more about the updated scheduling procedure for prospective clients. 

Use this link to schedule an introductory phone call or Zoom meeting with SBS Financial.