Their team collaborates closely with agents in a variety of fields to schedule their appointments. They take the time to understand each agent's needs, work style, and goals, making sure every appointment is set with care and accuracy. By taking this task off agents' plates, Plan Ahead Scheduling LLC frees up valuable time- time that can be spent connecting with clients, building trust, and focusing on what matters most: helping clients reach their goals.

They make sure that no appointment is just a date on the calendar- it's the start of a meaningful connection.

At Elite Financial Group, we believe that great service starts with great partnerships. That's why we've partnered with our friends at Plan Ahead Scheduling LLC- a team that shares our commitment to professionalism and providing exceptional support & care to clients.

Veronica White

CEO/Owner of Plan Ahead Scheduling LLC

Meet the Founder