Catherine Le & Melanie Lang
Thank you and congratulations on taking the next steps with Le Financial! We are excited to help you create and build your dream life.
Meet & Greet (30 min)
Please fill out this form to the best of your ability before your meeting, or we will have to reschedule.
https://airtable.com/appuTerdcjLJeiyg9/shrG7Dpag0xdsZFFo
Thanks for expressing interest in Le Financial planning services!
Financial Periodic Review
Please fill out this form to the best of your ability before your meeting, or we will have to reschedule.
https://airtable.com/appuTerdcjLJeiyg9/shrG7Dpag0xdsZFFo
This link is for clients who are in need of a longer meeting to update and review their current financial plan.
Book if you've experienced a life change, like career shift, moving, growing your family, home buying etc.
We would love to help update your goals and financial plan.
15 Minute Check-Up
Please fill out this form to the best of your ability before your meeting, or we will have to reschedule.
https://airtable.com/appuTerdcjLJeiyg9/shrG7Dpag0xdsZFFo
Book this for quick questions or follow ups!
Ex) Updating contact info, questions before signing a DocuSign package etc.
Insurance Application
Please fill out this form to the best of your ability before your meeting, or we will have to reschedule.
https://airtable.com/appuTerdcjLJeiyg9/shrG7Dpag0xdsZFFo
This link is for clients who are ready to begin their insurance application meeting.
Meaning, you have prepared or already emailed in your list of documents to Le Financial prior to the call.
Investment Account Opening
Please fill out this form to the best of your ability before your meeting, or we will have to reschedule.
https://airtable.com/appuTerdcjLJeiyg9/shrG7Dpag0xdsZFFo
This link is for clients who are ready to begin their investment account openings.
Meaning, you have prepared or already emailed in your list of documents to Le Financial prior to the call.
