I'm excited to connect with you to learn more about your situation so we can create a personalized financial roadmap for you!

1. All decision-makers must be present at the meeting.

For example, if the comprehensive plan is for the entire household and both parents are around, both of them must attend.

2. I strongly recommend using a desktop or laptop. I will be sharing great information with you, and it would be best to have it on a bigger screen.

3. I advise choosing a quiet area for our call where there won't be any outside noise or other distractions.

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

All my best,

Shiela Cabucol