Thanks for scheduling an initial meeting with me. I’m looking forward to learning more about you, your financial goals, and how I can help you achieve them.
During our upcoming meeting, we will:
- Review the information you provided in your questionnaire
- Discuss your current financial situation
- Determine if working together is a good fit for your needs
If you have any questions before our meeting, feel free to email me at firstname.lastname@example.org. In the meantime, check out my latest blog posts if you’d like to learn more about my financial planning process and approach.