Introductory Call

Duration
15 minutes
15-Minute Introductory Video Call with John Montgomery

In this concise 15-minute introductory call, we will briefly discuss your financial goals, retirement aspirations, and the unique challenges you face as a seasoned healthcare leader. The goal of this initial meeting is to understand how personalized financial strategies can help you secure your financial future and enhance your emotional resilience ahead of retirement.

What to Expect:
A quick overview of your current financial standing and future objectives.
An introduction to how my services could address your specific needs.
Initial thoughts on actionable strategies aimed at achieving your financial and emotional well-being.

Why Schedule This Call:
Confidentiality: This is a private, no-obligation conversation.
Expert Insight: Gain initial perspectives tailored to your unique career stage and goals.
Efficiency: In just 15 minutes, let's identify if there's a mutual fit for a deeper, trusted advisory relationship.

I look forward to our discussion and the opportunity to potentially assist you in achieving financial freedom.

Select date:

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