HOW TO PREPARE FOR YOUR FIRST SESSION
For the first session, we will talk about some financial things like your monthly payments, debts, assets.
We will also begin exploring your long-term goals and how we can start implementing strategies to accomplish them TODAY.
This first conversation is really for me to get to know you so I can figure out the best way to serve you and help accomplish your goals.
You don't need a TON of information for the first session. Come with an open mind and a willing attitude.
I look forward to speaking with you really soon!