JE Financial | Wealth Strategists

BOOK ONLINE

Book Your Consultation

Take the first step with a personal conversation with Jordan and Erica Barker. Tell us about your goals, your family and where you would like your finances to be in the years ahead.

Booking is simple and online, through the JE Financial calendar. Choose a time that suits you, and we will take it from there, with no pressure and no obligation to proceed.

Prefer to speak directly? You can also reach our team by phone at 604-614-1952.

JE Financial | Wealth Strategists consultation desk with calendar, gold pen and small plant in ivory and emerald tones, representing personalized financial planning appointments

What Happens Next

Booking a consultation is the first step, and it is a conversation, not a sales meeting. Here is how the process typically unfolds with Jordan and Erica Barker at JE Financial.

  1. 1

    Choose Your Time

    Select a date and time that suits you on the online calendar.

  2. 2

    Receive Your Confirmation

    Your booking is confirmed so you know exactly when to connect.

  3. 3

    Talk Through Your Goals

    You meet to discuss your family, your current situation and what you want to plan for.

  4. 4

    Agree on Clear Next Steps

    You leave with plain-language next steps shaped around your situation, with no obligation to proceed.

Choose a Time That Suits You

Pick an open time on the DigitalPulse Pro calendar below and we will confirm your consultation with Jordan and Erica Barker. Before you book, it helps to have a few general notes ready, so the first conversation can focus on what matters most to you.

  • A rough picture of your household and key goals.
  • A general sense of your income sources and current savings.
  • Any questions you want to ask about how JE Financial works.

Booking calendar

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Questions Before You Book

Booking a first conversation is a reasonable step to take with questions in mind. Here are answers to the ones we hear most often from families, business owners and retirees.

Do I need to prepare anything before my consultation?

No formal preparation is required. It helps to have a few notes about your goals, a general sense of your household and any questions you want to raise. Specific financial details are shared in person during the conversation, not through this website.

Who will I meet with?

You will meet with Jordan or Erica Barker, the people behind JE Financial | Wealth Strategists. The first conversation is about understanding your situation, not selling a product.

Is there a cost for the first consultation?

[Owner to confirm first-consultation fee policy.] Fee models vary across the industry, and we will explain how fees work in plain language during the consultation so you know exactly what to expect before making any decision.

Can I ask questions about how JE Financial is paid?

Yes, and we encourage it. Asking how any advisor is paid is a sensible step, and we will walk you through our approach clearly and without pressure.

What if I need to reschedule?

[Owner to confirm rescheduling policy.] To change your appointment, call us at 604-614-1952 and we will help you find a new time.