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Thank You Introductory Questionnaire Completed

Additional information to assist in preparing for our meeting.

You can expect a email with a calendar invite and a link to join a Google Meet meeting. Within the email you can test your Google Meet setup.

If you have any issues connecting to the meeting, reply directly to the email invite for assistance.

Also, during our conversation we will be discussing what’s on your mind financially. I will discuss how I add value to my client’s financial situation, and we will be able to determine mutual fit.

Have you received the complimentary Book on building the foundation for your finances as a CFP professional would do? If not get the book here: LINK

Lastly, have you checked out A Small Investment Youtube? I post a little known or less common fact about finance daily. Check it out here: LINK

Looking forward to our conversation!

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