Thanks For Reaching Out!
I will be getting in touch with you to schedule the introductory meeting within the next 24 to 48 hours! In the meantime, here's what you can expect for our engagement moving forward!
Introduction Meeting
The focus of the first meeting is to align our expectations, perform basic fact-finding and determine the focus of the entire engagement. (25 to 40minutes)
Financial Plan Presentation
The focus of the second meeting is to share with you my findings, calculations and strategies that you can consider to improve your financial plan. (45 to 60 minutes)
Solution Presentation (if applicable)
The focus of the third meeting is to share with you the different solutions and products that are relevant to your chosen strategies for your financial plan. (45 to 60minutes)
