
Book a Meeting with Saratoga
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Ad Hoc
Book an ad-hoc meeting with Saratoga for a quick check-in on any topic you’d like.
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Onboarding & Financial Planning
Book your client onboarding with Saratoga.
Please ensure to complete your onboarding questionnaire prior to your onboarding meeting
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Annual Review
Current clients can book their annual review with Saratoga here.