Discovery Call

Cancellation Policy

Session Preparation: To make the most of your 30-minute discovery call, we suggest the following: Reflect on Your Goals: Think about what you hope to achieve financially, whether as an individual or a couple. This will help us understand your aspirations and tailor our conversation accordingly. Identify Key Concerns: Consider any specific questions or areas of concern you have about your finances or our services. Jot these down so we can address them during the call. Gather Basic Financial Information: While detailed documents aren't necessary at this stage, having a general understanding of your financial situation—such as income, expenses, and savings—can help guide our discussion. Be Open and Honest: Share your current financial challenges and goals openly. The more transparent you are, the better we can gauge how we might work together to meet your needs. Rescheduling and Emergencies: In case you need to reschedule your appointment due to an emergency, please click on the reschedule button in your confirmation email or contact us at least 24 hours before the scheduled session. We understand that unforeseen circumstances may arise, and we are here to accommodate your needs. Confidentiality: Please rest assured that all information shared prior and during the session is treated with strict confidentiality. Your privacy and data security are of utmost importance to us. We are thrilled to help you gain clarity and take meaningful steps toward your financial goals. We look forward to a productive call, dedicated to exploring how we can best support you.

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