Intro Call
1 hour
Hey there! I look forward to connecting and learning more about your situation so we can create a personalized financial roadmap for you.
To help us make the most of our time together, please keep these three things in mind as you prepare for our meeting:
1) Please ensure all decision-makers are present.
If the plan is for your entire household, it’s important that everyone involved (such as both partners) is part of the conversation.
2) Use a desktop or laptop if possible.
I’ll be sharing valuable information and visuals, which are much easier to view on a larger screen.
3) Choose a quiet, distraction-free space.
This helps ensure we can have a focused and productive discussion.
Thank you so much and chat soon!
Cheers,
Allyza
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