Manage your appointment

Need a different time — or need to cancel?

Change or cancel your free 15-minute Tele-Wealth consultation yourself. No phone call, no email, no explanation needed.

Open the link from your confirmation email

Your confirmation email and text include a personal link that opens your appointment here, with reschedule and cancel buttons. Can't find it? Simply pick a new time below and we'll release your old slot.

Our fiduciary commitment

We only refer you to Retirement Experts who are obligated to act as a fiduciary at all times — legally bound to put your interests ahead of their own on every single recommendation they make to you.

Every Expert we refer must also be willing to give you a written Fiduciary Pledge — a signed legal statement confirming that duty to you in writing. If an Expert will not put it in writing, we will not refer you to them. Just ask for it on your call.

Read and download the Fiduciary Pledge