Thank you for taking the time to share some of your story with me. This will help me prepare for our time together during the complimentary consultation.
Next Steps:
- Make a list of questions to bring to our meeting - it will help you organize your thoughts and be sure you're getting the most out of this time
- Be prepared to discuss your approximate, basic financial numbers
- Income
- Debts (balances)
- Retirement Savings
- Non-Retirement Savings
- Press the "Submit Now" button below to schedule our meeting
I look forward to meeting with you!