Abstract: A method for providing remote financial assistance involves obtaining a request from a customer for financial assistance, and scheduling an appointment slot selected from multiple appointment slots, based on the request, where the scheduled appointment slot is associated with a financial professional selected from multiple financial professionals, where the multiple financial professionals are geographically dispersed, and where the financial professional provides remote financial assistance to the customer, in the scheduled appointment slot, by inputting financial information associated with the customer into a financial professional online interface.

Abstract: A method of scheduling at least one meeting for a consumer involves matching the consumer to a first professional of a plurality of professionals based on information associated with the consumer and the plurality of professionals, where the first professional is qualified to provide service to the consumer, scheduling a first meeting between the consumer and the first professional, and notifying the consumer and the first professional about the first meeting using information associated with the first meeting.

Abstract: A computer implemented method involves requesting assistance while completing a first page of an online financial document, and engaging in a discussion using a chat window to obtain assistance in completing the online financial document, where the chat window is integrated with the online financial document, and where the chat window is displayed on a same screen as the online financial document.