You’ve taken an important step towards getting rid of your stress and having a exciting financial future. I’m excited to be on your team and look forward to working on your plan together.
Here’s what I’d like you to do now:
1. Download and print this form.
2. Complete the form as best you can. I strongly suggest you fill it out with MORE vs LESS detail – Level 2 – Category Entry. ( Even though the form asks for it, I do not need contact information for your attorney or CPA. I also do not need your social security numbers. If I have a question for your CPA, I’ll talk to you first and get the number from you at that time.)
3. Don’t worry if you can’t fill this out perfectly – nobody ever can. Just do the best possible. Believe it or not, the most important data I need is your monthly spending. A great way to for you to make sure you have an accurate number is to review this post.
4.Once you have done the best you can, just email them to me at nfrankle (AT) pacbell DOT net or fax them to me at 818-530-7841. I will send you an email confirming that I received the data. If you don’t get an email from me, please call me at 818-889-6700 x 1.
5. After you send me your documents, I’ll contact you to arrange two phone or Skype appointments. The first appointment is to go over your data – just to make sure I understand your situation and to also make sure you didn’t leave anything out 🙂
The second meeting is for us to go over your plan and get you on track.
I am really excited to be on your team and can’t wait to speak.
If you have any questions, please connect with me. to touch base.
