Introductory Call

Duration
1 hour
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.

2. I strongly recommend using a desktop or laptop.

3. I advise choosing a quiet area for our call.

I hope this is clear. I'll talk to you soon!


All my best,

Sarah Lagrosa

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