Book a 15‑minute meeting with Mark.

Pick the topic that fits — every meeting is a free, no‑pressure 15 minutes over Zoom. You’ll get a confirmation and calendar invite right away, plus reminders before we meet.

Choose a meeting

What would you like to talk about?

15 min · Free

Free 15-Minute Intro

New here? A quick, no-pressure introduction to see how The Harvest Plan can help with your whole financial life.

Book this meeting → 15 min · Free

Tax Intro / Return Review

Review your tax situation or a prior return with Mark Harvey, IRS Enrolled Agent.

Book this meeting → 15 min · Free

Investment Review (RIA)

A review of your investments and retirement plan with Mark as a Registered Investment Advisor.

Book this meeting → 15 min · Free

Real Estate Consult / Home Valuation

Discuss a purchase or sale, or get a home valuation, with a licensed real estate broker.

Book this meeting → 15 min · Free

Mortgage / Pre-Approval Consult

Talk through mortgage options or get started on a pre-approval.

Book this meeting → 15 min · Free

Insurance Review

Review your insurance coverage and options with a licensed agent.

Book this meeting → 15 min · Free

Personal 1-on-1 with Mark

Dedicated one-on-one time with Mark for licensed financial guidance across every discipline.

Book this meeting →

Prefer to see everything on one page? View my full booking calendar →

Rather just call?

We’re happy to talk it through. Reach us at (949) 733-9100.

Call (949) 733-9100