Schedule Appointment with Athens Impact Socially Responsible Investments

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(GMT-4:00) Eastern Time change

Welcome to our online scheduling calendar. We offer several types of meetings for your convenience. Currently, we are holding meetings on zoom unless there is a need for an in person appointment. In person appointments are held at my office unless you let me know otherwise. Masks and social distancing are required at all in person meetings unless an exception is needed (to read lips for example). If you have any questions, feel free to reach out to Michelle before the appointment.

All consultations are free!

Office 740-447-5540
Cell 740-538-2010
Email mwilson@emailsri.com
Location: 8 N Court St., Suite 506, Athens, OH 45701

Quantity:

In Person Meeting: When necessary for paperwork or other reasons

2 hours

I prefer zoom appointments in this current environment. However, if you have spotty internet access or If you want to bring in all your paperwork and get into the weeds, this is the best choice. This option provides the most flexibility because I have access to my computer and printer (in my office) and you can use your laptop to access information as well. If you set this type of appointment, I will plan for it to be in my office unless you let me know otherwise.

Phone Call: I just have a quick question.

30 minutes

Schedule a time so I can give you my undivided attention. The call will be marked in my calendar as 30 minutes, but if you need less time that is fine too. I will call you at a time of your choosing.

Current Clients: Account Review via Zoom

1 hour

If you'd like to review where you've been and where you are headed, or if you'd like to make some changes, this is the selection for you. These appointments can be held in via zoom unless otherwise requested. Please give me a little lead time on these appointments so I can have prepare reports that chart your progress.

Zoom Meeting: Virtual Meeting

1 hour 30 minutes

This is the best option in our current environment. If you'd like to have paperwork filled out and ready in advance, please put that in notes and I will email the initial questionnaires out to you. In the meeting, we will discuss your goals and objectives. Fortunately, most paperwork can be completed online so you can complete this process from the comfort of your home.

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