Online Booking for
Retirement Planning

Breely simplifies scheduling for retirement planning businesses, ensuring seamless coordination between you and your clients. With automated reminders and effortless appointment management, you can focus on providing valuable financial guidance instead of administrative tasks. Enhance client trust and satisfaction with a professional, organized approach that builds lasting relationships.

Golden Horizon Financial Planning

Step 1 of 3

Retirement Planning Consultation

A one-on-one session where clients discuss their financial goals, investment strategies, and retirement timelines to create a personalized road map for a secure and fulfilling retirement.

Financial Wellness Workshop

An interactive seminar where clients gain valuable insights into budgeting, savings, and growing wealth to sustain a comfortable lifestyle after retirement.

Breely Scheduling for Retirement Planning

Take control of your time and impress your clients with Breely’s comprehensive scheduling solution tailored for the retirement planning industry. Manage bookings effortlessly, reduce no-shows with automated reminders, and optimize your resources—giving you more time to build meaningful client relationships. Let your professionalism shine with a system that ensures client trust and engagement.

Simplify your operations and elevate client satisfaction with Breely's scheduling platform for retirement planning businesses. Focus on creating detailed financial strategies while Breely handles appointment logistics, automated follow-ups, and resource assignments. Stay organized, save time, and provide top-notch service to every client who counts on you for their future security.

Get Started for Free

Features

Breely ensures that retirement planning businesses save valuable time by automating appointment scheduling and follow-ups, reducing no-shows, and streamlining operations. These features enable advisors to focus on delivering personalized financial guidance, improving client satisfaction, and enhancing their professional reputation.

Scheduling

Booking for 1:1 appointments
Group classes, events, and workshops
Book staff and other resources like seats, lanes, bays, and more.
Booking for multiple staff, locations,and time zones

Design

Design beautiful forms, scheduling, and messages
Personalize colors, themes, and more to match your brand
Integrate directly into your website

Messaging

Send text messages & emails
Automate messaging to deliver the right message at the right time

Integrations

Connect to Google, Apple iCloud, and Microsoft 365
Embed directly into your website
Integrate with thousands of other apps via Zapier
Developer tools for custom integrations

Forms

Collect information from clients at any point
Gather leads, enrich scheduling, collect follow-up info, and more
Advanced customization and conditional sections for the perfect experience

Automation

Automate any workflow
Trigger based on events from forms, scheduling, and more
Re-engage lapsed clients, convert leads to customers, and provide delightful tailored messaging to clients