Appointment Menu

Please select your requested appointment type.

15-minute phone call

I recommend this option for potential clients.

(15 minutes)

Virtual Appointment

Save time, gas, and parking! A zoom link will be provided prior to your appointment.

(45 minutes)

Social Distance* Appointment

Join me at The Gathering Spot in Midtown Atlanta; *A face mask, normal temperature, and a signed waiver are required for entry.

(1 hour)

Breakfast with Melissa!

Start your day with coffee, conversation, and your favorite Financial Planner! Meet me at The Gathering Spot in Midtown Atlanta. *A face mask, normal temperature, and a signed waiver are required for entry. Breakfast is provided. * Tuesday and Thursday mornings, 9:00 AM - 10:00 AM ONLY.

(1 hour)

Cares Act+ Consultation

CARES (Coronavirus Aid, Relief, and Economic Security) Act: This consultation covers IRS stimulus, Unemployment, EIDL (Economic Injury Disaster Loan*), and available grants.

If you are unable to make your scheduled appointment, please notify us ASAP. You will be allowed to reschedule 1 time with no loss of funds paid.

(30 minutes)
$ 100.00
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