Scheduling for Financial Planners
Run intake calls, schedule annual reviews, and manage long-term client relationships without phone tag. Built for fee-only financial planners and CFPs.
Annual reviews for every client
Each client needs a yearly review. Manually scheduling 100+ reviews per year is exhausting.
Compliance needs documentation
Every client interaction needs records. Booking confirmations and intake forms create that audit trail.
Remote clients across regions
Modern planners serve clients nationally. Manual timezone coordination wastes time.
Built for How You Work
Multi-Calendar Sync
Auto timezone detection
Clients see your availability in their local time. CalendarPA handles the conversion automatically.
Ada AI
Clients email to schedule
Clients email Ada to find their annual-review slot. Ada handles scheduling without app friction.
No-Show Protection
Reminders before reviews
Automatic reminders before every review. Clients show up with their tax documents and questions ready.
Payment Collection
Optional planning packages
Some planners sell project-based packages. Credit bundles support that model.
How It Works
Set Up in 60 Seconds
Connect your calendar and set your availability. No tutorials needed.
Clients Book & Pay
Clients pick a time, pay upfront, and get automatic reminders.
You Show Up
We handle the rest — reminders, payments, calendar sync.
Frequently Asked Questions
Can clients book annual reviews online?
Yes. Share your booking link with clients. They book the next available review slot directly via Zoom, Google Meet, or Microsoft Teams.
Does it handle clients across time zones?
Yes. Clients see your availability in their local time. Auto-detection prevents confusion.
Can I capture intake info before each meeting?
Yes. Add custom intake fields to any booking type. Clients submit info when they book.
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