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"Welcome to MMC, where our family's tradition in wealth management meets your financial aspirations. With a legacy of helping individuals and businesses thrive, we offer personalized solutions to maximize your capital and wealth. Our commitment is to create strategies that align with your unique needs, ensuring that every financial decision moves you closer to your goals.
Book Your Appointment Today:
Choose Your Service: Begin by selecting the consultation type that best suits your needs. Our 20-minute short consultation is a great starting point for quick inquiries or initial advice.
Select Date and Time: Use our calendar to find a date that fits your schedule. Then, choose from the available time slots to proceed.
Provide Your Details: Fill in your contact information so we can confirm your booking and reach out to you if needed.
Confirmation: You will receive a confirmation email with the details of your appointment and any additional instructions.
Returning clients can click 'Log in' to manage appointments. Be sure to have any relevant financial documents ready for your session, and let us know in the 'Notes' section if there are specific topics you wish to discuss.
At MMC, we are more than financial advisors; we are stewards of your financial journey. Let's start this journey today."
Scheduling Policies
Pre-appointment details
Describe what is required of the client prior to their appointment arrival, such as coming in with no makeup, or arriving at the appointment 15 minutes early.
Cancellation policies
Acuity Scheduling can help limit no-show cancellations. Set up a cancellation policy, and have your clients agree to it when they book.
Payment policies
Describe important details like deposit information, fees surrounding no-shows, cancelations or late arrivals, or accepted payment methods.