Exploratory Meeting + Amy Irvine

Rooted Planning Group Welcomes you to Schedule an Exploratory Meeting with Amy Irvine
Personal Information
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What is the biggest financial issue that keeps you up at night?
What motivated you to reach out to our firm?*
Tell me a little bit about you, your family, and your most immediate financial needs.*
Have you worked with financial service providers before?*

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What went well? What improvements would you have preferred?*
Is there a particular type of working relationship you are seeking now? Short-term project? Long-term guidance and monitoring?*
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Rooted Planning Group Welcomes you to Schedule an Exploratory Meeting with Amy Irvine