Book a Session

BOOK YOUR SESSION

Let's talk
finances.

Select an available date and time for your initial consultation. No account is needed. Appointments are confirmed after review.

✓ Start with an initial consultation

✓ Pick a time that works for you

✓ Receive personal confirmation

For privacy, do not include account numbers, Social Security numbers, balances, or sensitive financial information in booking notes.

Request an Initial Consultation

Fill out the details below to get started.

New to Schafer Financial Lab?

Your first appointment is an Initial Financial Consultation. We can help you get started with Monarch and identify what you want to work on. Budgeting is planned for a later session, after your transactions and categories are ready to review.

Appointment Date & Time

Your name

Email address

A few questions to help me prepare

This should take about 3 minutes. Please don’t include account numbers, balances, Social Security numbers, passwords, or verification codes.

What would you most like help with first? Budgeting tools or app setup Understanding spending and budgeting Debt or credit questions Savings or emergency fund Planning for a specific goal Getting a clearer picture of my finances I’m not sure yet

Do you currently use a budgeting app? (Optional) Yes No Not sure

Would you be interested in paying for a budgeting app if it met your needs? (Optional) Yes No Not sure

Is there anything coming up you’d like help preparing for? (Optional) What would make this appointment useful for you? (Optional)

A request is not a confirmed appointment.

Let's talkfinances.

Request an Initial Consultation

New to Schafer Financial Lab?

A few questions to help me prepare

Let's talk
finances.