Thank you for scheduling time with Mears Money Management!

I am a big believer in time blocking - this allows me to be hyper productive and therefore deliver massive value to all my clients, including you!

With that in mind, meeting times are allocated for certain days and times - CLICK HERE to see what a typical work week looks like for me.

Tax appointments are by INVITATION ONLY and are limited to qualified investment clients only.

I hope this helps and I look forward to meeting with you!!!

    • Investment Appointment - Face-to-Face

      1 hour

    • Online Investment Planning Appointment

      1 hour

      This appointment is reserved for existing investment clients, prospective investment clients, or by invitation only.

      Do not use this time block for tax preparation.

    • Phone Appointment

      15 minutes

      Please provide details of what you would like to discuss on the scheduling page.