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