Consultation

1 hour

Approval Required

I'm excited to connect with you to learn more about your situation so we can create a personalized financial roadmap for you!

THERE ARE THREE THINGS TO KEEP IN MIND AS YOU PREPARE FOR THE MEETING:

1. ALL DECISION-MAKERS MUST BE PRESENT AT THE MEETING.

For example, if the comprehensive plan is for the entire household and

both parents are around, both of them must attend.

2. I STRONGLY RECOMMEND USING A DESKTOP OR LAPTOP. I will be sharing

great information with you, and it would be best to have it on a bigger screen.

3. I ADVISE CHOOSING A QUIET AREA FOR our call where there won't be any outside noise or other distractions.

This will help me make the most of our time together and ensure that I can provide you with the best possible advice and support.

I look forward to speaking with you soon.

All my best,

Allyza

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