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Client Appointment Scheduler

If you are a new or existing client, please feel free to use the below link to view Jason's real-time availability and book your meeting. New in 2023 - have a quick question for Jason? Book a 15 minute meeting to have a dedicated time to meet with Jason to discuss your questions. 

Here's how to know which category to select: 

  • INITIAL MEETING - this category is for those who are looking to schedule their first, introductory conversation with Jason. Meetings are available in-person, over the phone, or virtually. 
  • 15 MINUTE CLIENT MEETING - for clients who have general questions to discuss or if you would like to have a high-level review meeting. Meetings are available in-person, over the phone, or virtually.
  • 30 MINUTE CLIENT MEETING - for clients who have general questions to discuss or for review meetings. Meetings are available in-person, over the phone, or virtually.
  • 60 MINUTE CLIENT MEETING - for clients who have general questions to discuss or for review meetings. Meetings are available in-person, over the phone, or virtually.
  • FINANCIAL PLAN PRESENTATION (90 MINUTES) - this category should only be used to book financial plan presentations. This category can only be booked in person or virtually. 

https://go.oncehub.com/JasonCodreaScheduler


If you are a wholesaler or business partner, please email admin@codreafinancial.com to schedule your appointment.

Need assistance with scheduling?

Need assistance with scheduling?

Please reach out to Abby Day for assistance with scheduling your meeting with Jason.