How long is the meeting?

Plan for about 30 minutes. If your situation calls for more detail, we can extend or schedule a follow-up session.

Is it online or in person?

Most consultations happen online by video or phone so you can meet from anywhere. In-person meetings are available on request.

What should I prepare?

Nothing formal is required. If handy, bring a rough picture of your income, savings, existing coverage, and the goals you'd like to reach.

Absolutely. Your confirmation email includes reschedule and cancel links, so you can move the appointment in a couple of clicks.

Free 30-Minute Consultation

Book Your Complimentary Financial Consultation

Schedule a free 30-minute consultation to discuss your financial goals, wealth protection, retirement planning, wealth strategies, or business solutions.

Schedule Your Appointment 1 (408) 315-4967

Financial professional smiling during a video consultation on a laptop

Secure Online Booking
Confidential Consultation
Professional Financial Guidance
Serving Individuals, Families & Business Owners

Why Book With Us?

Clarity first, always with no obligation

Every consultation is built around education, not pressure. Here's what's included.

Complimentary Financial Review
Personalized Wealth & Protection Strategies
Retirement & Estate Planning Guidance
Business Financial Solutions
No Obligation Consultation
Licensed Financial Professionals

How It Works

Three simple steps

Step 1

Choose a convenient date & time

Pick any open slot in the calendar above, evenings and weekends included.

Step 2

Receive instant confirmation

You'll get an email confirmation with your meeting link and reschedule options.

Step 3

Meet online and get recommendations

We review your goals and outline clear, personalized next steps.

Questions

Before you book

Yes. Your first 30-minute consultation is completely complimentary and carries no obligation to move forward.

Prefer email or phone? Reach us at maryam@gfius.com or 1 (408) 315-4967. You can also send us a message.