What? We will have modified appointment availability during the summer.
Why? There are two reasons – all good!
1. Addition of another Advisor, Michael Maisner – We recently announced that Mike joined our firm, and we want him to take appointments like our lead Advisor, Kathy Colby does. This will allow more appointment availability with two Advisor schedules available to you.
2. Staff changes and process improvements – We are providing training to the rest of our staff to accommodate recent changes and process improvements. This will allow us to provide increased service and response times to you.
How Can You Help? Unless you have something urgent, please schedule your Annual Review appointments for later August/early September.
The easiest, quickest, and most effective way to get an appointment with Kathy Colby is to click the links below:
Annual Review: Click to Book
General Client Appointment: Click to Book
30-Min Phone Call: Click to Book
Helpful Information: When calling the office (517-484-4884), we do have a new phone system and you will need to press 1, 2, or 3 depending on the reason for your call. Keep in mind, due to staff changes and in-office training, you will likely need to leave a voicemail message. We will be returning these calls as soon as we can and ask for your patience during this time.
Press 1 to Schedule an Appointment or utilize the booking links above.
Press 2 for Client Service
Press 3 for Everything Else
