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📅 Scheduling an Appointment With Oakmont
There are a variety of ways clients and anyone who is interested in our services can easily schedule a meeting with our advisors and associates.
Meeting Options.
Our team is happy to meet with current and future clients over the phone, Zoom, or in person at our office.
Calendly.
If not yet a client but interested in our services, please use the link below to schedule your initial phone call meeting with an Oakmont advisor:
Schedule Your Initial Phone Call Here
Over the Phone.
Please feel free to give us a call at your convenience during our office hours to schedule your next appointment.
(505) 821-6966
By Sending an Email.
Send our team an email with your name, the times that work best for you, what you would like to discuss in your meeting, and a good phone number to contact you for meeting reminders and confirming your appointment.
On Our Website.
Please use the link below, if interested in becoming a client, to access our website where you can set-up your initial Blueprint advisor meeting at Oakmont: