Thank you for your payment!
Please send me your e-mail, best phone #, and two or three times that are most convenient for you to spend about an hour or so on the phone. Once I receive this information I will follow up with you and we’ll arrange a mutually convenient time to get together.
Optional: In order to make our time very effective and efficient, please have the following information available for our call:
- How much you spend each month (on average)
- Your investment statements
- Tax returns
- Insurance statements
- Any other information you feel would be helpful
If you like, you can send this information to me prior to our call, or you can simply have it available to reference when we speak. You can e-mail the information to firstname.lastname@example.org
You are not required to send me information or to share any information that you are not comfortable sharing.