Summit Wealth Advisors
Step 1 of 3
Financial Planning Session
A comprehensive one-on-one meeting designed to assess a client's financial goals, create tailored strategies, and provide actionable advice for long-term financial success.
Retirement Strategy Consultation
A specialized session focused on helping clients create a sustainable plan for retirement, including resource allocation, investment recommendations, and risk management strategies.
Breely empowers financial consulting firms with a modern, easy-to-use scheduling platform that allows clients to quickly book essential services like financial planning and strategy consultations. With automated reminders and flexible calendar management, you can eliminate scheduling conflicts and provide a seamless experience for your clients—while saving time to focus on what matters most: delivering unparalleled financial solutions.
Modernize your financial consulting operations with Breely, the platform designed to transform how you schedule and manage client appointments. By automating administrative tasks and integrating client management tools, Breely helps consultants focus more on building trust and delivering exceptional financial advice while ensuring a flawless booking experience for clients.
Get Started for FreeA scheduling platform enables financial consultants to efficiently manage client appointments, reduce no-shows with integrated reminders, and better allocate time for their most critical tasks. By eliminating the manual hassles of scheduling, consultants can focus on developing tailored strategies for their clients, ultimately improving satisfaction and fostering long-term business growth.