Schedule A Meeting

Schedule A Meeting

Welcome to our Online Scheduling Portal.

Existing Clients: Please choose a meeting type below to open that calendar, and pick a date and time that suit your needs:

New Clients: Welcome to Soesbe Financial! Please click here.

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(Calendar not showing up on your browser? Please open again in a new tab: https://soesbefinancial.com/schedule/ )

New Clients

SoeFin Waitlist

Thank you for considering us on your financial journey. Due to high demand, we are currently unable to accept new clients, but we would be happy to add you to our wait list and will reach out on a first-come, first served basis beginning in December or January. In the meantime, feel free to schedule a complimentary 30-minute Get Acquainted meeting above to see if we are the right fit for you. We look forward to working together soon!

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Are you able to consider the next available date on short notice?(Required)
Have you ever worked with a CFP® professional before?
This field is for validation purposes and should be left unchanged.

We take public health very seriously, and follow both state and federal guidelines for protecting our clients and employees. Please contact us directly if you have questions, concerns, would like more information on our public health measures and meeting health requirements, or to advise us on your personal health protection needs.