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

This meeting is an opportunity to check in on your financial progress, review any changes in your situation, and ensure your plan remains aligned with your goals. We’ll discuss key updates, assess investment performance, and address any concerns you may have. Our focus is to keep things simple, ensure you’re on track, and make any necessary adjustments to optimise your financial future.

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=review`. 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": "review",
  "bookingSlot": {
    "start": "<unixSeconds>",
    "end": "<unixSeconds>"
  },
  "timeZone": "America/New_York",
  "booker": {
    "email": "booker@example.com",
    "name": "Booker Name"
  },
  "responses": [
    {
      "fieldId": "0194cfc2-b277-776b-8c00-bf703b01b4cf",
      "value": "<value>"
    },
    {
      "fieldId": "0194cfc2-b277-776b-8c00-c3b9f47ad525",
      "value": "<value>"
    },
    {
      "fieldId": "0194cfc6-bf8b-70ef-848e-0d43dd8637cb",
      "value": "<value>"
    }
  ]
}
```

`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** (`0194cfc2-b277-776b-8c00-bf703b01b4cf`, short_text, required)
- **Email** (`0194cfc2-b277-776b-8c00-c3b9f47ad525`, email, required)
- **Phone Number** (`0194cfc6-bf8b-70ef-848e-0d43dd8637cb`, short_text, required)
- **👉 Is there anything specific you’d like to discuss?** (`0194cfc2-b277-776b-8c00-c5aac8456815`, short_text)

## Drop in now

Drop in immediately (no booking): https://ro.am/r/#/n/AZTPwrJ3d2uMALGrD8T3Fg/fiHWbjGgEVVqaTQp0cO0HA

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