Important Scheduling Changes

We are thrilled to introduce a new dynamic scheduling tool,, as we prepare for our Spring season of Annual Client Review Meetings.

Through a link we will provide via email, you see all available meeting dates and times, and select the time that works best for you. Then, click it to book it! All you will need is your name and a valid email address.

Enduring Wealth Advisors® puts you in charge of scheduling your meetings with us.

Here are some of the benefits:

1) Less Stress
a) Schedule Once allows you to schedule on your own time. Middle of the day or middle of the night, Schedule Once will be up and running with all currently available times.
b) Eliminates the need for multiple phone calls or emails.

2) Easy to Use
a)Schedule Once has a clean look and feel with simple directions.

  • If you need additional assistance, we are always more than happy to hear from you and help you understand the tool, step by step.
  • Additionally, you can find our step by step instructions on our website,

3) Reminder Alerts

a) A confirmation email will be sent to you within moments of scheduling your meeting.
b) Reminders will be sent using the email provided during the scheduling.

4) Straightforward Cancelation
a) If you need to cancel, use the link provided in the confirmation or notification email, up to one day before your meeting.
b) If canceling on the same day, please give us a call and we will cancel the meeting for you. You will receive notification.
c) To reschedule your appointment, use link found in cancelation email to find a new date that will work for you.

TRACKING #1-837430