MainStreet-Associates.com

Please select a service to make a booking.

Discovery Meeting

Meet you, meet us, and understand Main Street’s services. Book this time if:

  • You want to learn more about Main Sreet
  • You are meeting Main Street for the first time
(30 minutes)

Client Meeting: Personal & Family Financial Planning

For Clients ONLY:
Momentum session where we connect on your plan and what you want to discuss:

  • Personal Financial Planning
  • Family Financial Planning
  • Tax Planning
(1 hour)

Client Meeting: CFO Services and Bookkeeping

For Clients ONLY:
Momentum session where we connect on your plan and what you want to discuss:

  • Financial Statement Preparation & Review
  • KPI Analysis and Management Accounting
  • Bookkeeping
  • Tax Planning and Preparation
(1 hour)

Client Meeting: Go-To-Advisor

For Clients ONLY:
Clients want to discuss an urgent need.

  • Life Event
  • Urgent Financial Decisions
  • Other Follow-up Matters
(30 minutes)

Media Inquiries

For members interested in:

  • Interviews - Print
  • Interviews - TV / Online
  • Public Appearances
  • Other Media and Press related matters
(30 minutes)