Meetings for current clients
Choose the meeting that fits what you need. If you're not sure which one, call or text Donella at 918-806-1030.
Fall Planning Meeting, 60 minutes.
Your fall planning meeting.
Schedule Your Fall MeetingClient Check In, 30 minutes.
A short call between planning meetings when something comes up.
Schedule a Check-InLooking for tax preparation? Visit Step By Step Tax Solutions.