This will be a quick conversation to see if we’re a good fit and answer your initial questions with no obligation.

Here is what we’ll cover:

• Talk about your financial goals and priorities

• Discuss any immediate questions or concerns

• Review how my planning process works

• Decide whether to schedule a more in-depth (but still complimentary) discovery meeting

What happens after you schedule?

• You will receive an email confirmation with the meeting details

• If you need to reschedule, you can do that easily from the confirmation email

• I will call you at the time you scheduled, using the phone number you entered

• You do not need to prepare anything ahead of time for the intro call