Financial question
Have a financial question that doesn’t need a full review? Common topics include a withdrawal or contribution, a tax form, or a life change that will affect your finances.
Home / Client meetings
For current clients
Schedule a time with Michael.
Choose the meeting that fits what you need. You’ll pick a time on our booking page, and we can meet by Zoom or by phone, whichever you prefer.
Zoom or phone
Zoom or phone
Investment review
Whether we need to dive into your portfolio positions and performance, or talk through deposits or withdrawals for your accounts, this meeting gives us time to work through it together.
Zoom or phone
Financial planning
Get started by entering your basic financial information into RightCapital, our financial planning system. If you already use RightCapital and have items we need to review, this is the meeting for you.
Zoom or phone
Support call
Having technical difficulty, or need to update an address or other personal information? Let’s set up a quick call or Zoom and handle it.
Scheduling or paperwork question? Elcione Brooks, our Administrative Assistant, can help. Call 404.983.8099 or email michael@perfettacapital.com.
New to Perfetta?
Getting to know us.
If you are not yet a client and want to learn about our services, book an intro call.
| Prefer to call? | 404.983.8099 |
| michael@perfettacapital.com |