Book an Appointment - MRC Financial Services

Book an Appointment with Ravi

Founder | Financial Planner

With nearly two decades of experience in financial planning, I’ve had the privilege of working with individuals, families, and business owners across a wide range of industries—from healthcare and education to corporate and entrepreneurial sectors.

I specialize in helping clients gain clarity around their financial picture and uncover opportunities to maximize the value of their income, assets, and long-term strategy. Whether it’s optimizing cash flow, structuring protection, or building a legacy plan, my goal is to simplify complex financial decisions and guide you with confidence.

Every meeting is designed to provide you with personalized insights, practical strategies, and a clear path forward—so you can make informed decisions and move toward your goals with purpose.

Find the Right Appointment Type

Answer a few brief questions so we can understand where you are in the planning process and direct you to the appropriate meeting length.

Some conversations only require a brief discovery call, while others need additional time to review your goals, financial picture, and next steps.

How This Works

This short form helps determine whether your appointment should be 15, 30, or 60 minutes based on the type of conversation you need. Once completed, you’ll be guided to the appropriate scheduling option.

Get Started *

Financial Discovery Call (15 min)

A brief introductory conversation to understand your current situation, what you're looking to accomplish, and determine the most appropriate next step for working together.

Financial Strategy Session (30 min)

In this session, we’ll discuss your current financial picture, goals, and key areas of focus. You’ll walk away with clarity on your options and a better understanding of how to move forward.

Comprehensive Consultation (60 min)

A deeper strategy session designed to evaluate your full financial picture. We’ll explore opportunities across income, protection, retirement, and long-term planning to identify areas for improvement.

Continue Your Planning *

Strategy Follow-Up Session (30 min)

A continuation of our previous conversation to further refine your goals, address additional questions, and begin shaping a more detailed planning approach.

Plan Review & Recommendations (60 min)

We’ll walk through a structured overview of your financial situation and review tailored recommendations designed to strengthen your overall plan. This session provides clarity on next steps and implementation options.

Decision & Next Steps (30 min)

A focused conversation to address any remaining questions, clarify recommendations, and determine the most appropriate next steps moving forward.

Take Action *

Implementation Session (60 min)

This session is dedicated to putting your plan into action. We’ll walk through the necessary steps to implement your strategy and ensure everything is set up properly.

Progress Check-In (30 min)

A quick touchpoint to review progress, answer questions, and make sure everything continues to move in the right direction.

Ongoing Client *

Annual Plan Review (60 min)

A comprehensive review of your financial plan to evaluate progress, incorporate any life changes, and make adjustments to keep you aligned with your goals.

Strategy Update Session (60 min)

Designed for significant updates such as career changes, new business ventures, or major financial decisions that require a deeper review and adjustment to your plan.

Quick Check-In (30 min)

A focused session to review any updates, address questions, and make adjustments as needed. Ideal for staying aligned between formal reviews and ensuring your plan continues to move in the right direction.

Professional Collaboration *

Professional Introduction Call (30 min)

A conversation for professionals to connect, learn more about each other’s work, and explore opportunities to be a resource for one another and our clients.

Partner Strategy Session (30 min)

A follow-up discussion focused on collaboration, alignment, and identifying ways to better support shared clients and referral opportunities.

Workplace Financial Wellness & Education Program (30 min)

A conversation to explore how a structured financial wellness program can support your team. We’ll discuss your organization’s needs and how an interactive workshop or customized program can help employees build financial confidence and long-term stability.

CREATE • EDUCATE • EXECUTE