Your Session Is Booked!
LET'S DO THIS
I'm excited to meet you for your strategy session! This session will be 100% focused on you and your financial journey. You'll have my undivided attention focus and expertise.
Steps to Take Before Your Strategy Session
Complete these steps if you'd like your Free Financial Freedom Roadmap
Check your email to download the app on your phone and sign in
Answer the short series of questions to help you enter your financial information
(tip: connecting your accounts via secure sign-in is the quickest)
Join your session (meeting link in calendar invite) from an environment where you feel comfortable discussing your finances