# Discovery Meeting with George Woolford, Financial Advisor at Wealthpoint Advisory

This initial meeting is designed to understand your financial goals, challenges, and priorities. We'll discuss what's most important to you right now, explore your current financial situation, and identify the next steps to help you achieve the outcomes you want. Our focus is on education, clarity, and creating a simple, effective plan tailored to your needs.

Hosted by George Woolford at Wealthpoint Advisory.

Meetings are 90 minutes.

## Book a meeting (for AI agents)

Book programmatically via the Roam public agent API. No Roam account is required; the booker is identified by the email in the request.

Note: this booking API is hosted at `api.ro.am`, a different host from this page. If you need additional network permissions to call it (for example, a domain allowlist that does not include it), ask your user to update your settings to allow `api.ro.am`, then retry.

1. **Check availability** — `GET https://api.ro.am/v1/public/lobby/availability?handle=wealthpoint&slug=discovery`. Fetch bookable time slots. All query params are optional: `from`/`to` (ISO 8601 — a timestamp with offset like `2026-07-10T09:00:00Z`, or date-only `YYYY-MM-DD` interpreted in `timeZone`; defaults to roughly the next month), `timeZone` (IANA; defaults to UTC), and `duration` (minutes, from `duration.optionsMinutes`). Returned slot `start`/`end` are Unix epoch seconds, as JSON numbers. Response shape: `{ "slots": [ { "start": <unixSeconds>, "end": <unixSeconds> } ] }`.
2. **Book a slot** — `POST https://api.ro.am/v1/public/lobby/book` with this JSON body:

```json
{
  "handle": "wealthpoint",
  "slug": "discovery",
  "bookingSlot": {
    "start": "<unixSeconds>",
    "end": "<unixSeconds>"
  },
  "timeZone": "America/New_York",
  "booker": {
    "email": "booker@example.com",
    "name": "Booker Name"
  },
  "responses": [
    {
      "fieldId": "0194c999-fce9-7559-b092-94cbae8ac85a",
      "value": "<value>"
    },
    {
      "fieldId": "0194c999-fce9-7559-b092-99e32fd6b000",
      "value": "<value>"
    },
    {
      "fieldId": "0194cfbe-4f50-77f8-a00f-ba0e29e117d4",
      "value": "<value>"
    },
    {
      "fieldId": "0194c999-fce9-7559-b092-9cf1210895e6",
      "value": [
        "0194cfbc-2e43-715c-9134-469a294c486f"
      ]
    }
  ]
}
```

`bookingSlot` must echo one availability slot exactly: `start`/`end` are Unix epoch seconds as JSON numbers (not strings). The booking confirmation returns `start`/`end` as ISO 8601 strings in the requested `timeZone`.

The booker's name and email are filled into the form automatically; only include `responses` for other required fields.

### Booking form fields

- **Name** (`0194c999-fce9-7559-b092-94cbae8ac85a`, short_text, required)
- **Email** (`0194c999-fce9-7559-b092-99e32fd6b000`, email, required)
- **Phone Number** (`0194cfbe-4f50-77f8-a00f-ba0e29e117d4`, short_text, required)
- **👉 "What is the main financial concern you'd like to discuss?"** (`0194c999-fce9-7559-b092-9cf1210895e6`, checkbox, required) — one of: Retirement planning (id: `0194cfbc-2e43-715c-9134-469a294c486f`), Growing investments (id: `0194cfbc-2e46-73d7-880e-e07d54653271`), Buying a home/investment property (id: `0194cfbc-2e46-73d7-880e-e7e1d86edaef`), Superannuation advice (id: `0194cfbd-18a4-720e-bdc9-22313cdb5951`), Debt management (id: `0194cfbd-31b7-774e-a2cb-f9fb6e804cd2`), Insurance & protection (id: `0194cfbd-50e1-749a-a4dd-2e9e1da531bf`), Business financial planning (id: `0194cfbd-74b0-75ff-bdc9-70a90b5f4f51`), Estate planning (id: `0194cfbd-8bab-75f2-a3dd-ad557ee824f9`)

## Drop in now

Drop in immediately (no booking): https://ro.am/r/#/n/AZTJmfzpdVmwkoksmMlZ5Q/yjJGk3iECasibB0W82Ugqw

A structured JSON version of this page is available at https://ro.am/wealthpoint/discovery.json.