Schedule Your Complimentary Financial Discovery Call
At Coady Performance, our mission is to set you on the path towards financial freedom. That journey begins with a 30-minute discovery call via Zoom, designed to help us understand how best we can assist you.
What We’ll Cover in Your Discovery Call:
- Immediate Financial Concerns: Whether it’s budgeting or debt management, we’ll briefly discuss any urgent financial questions you have.
- Snapshot Assessment: Get a quick overview of your current financial habits.
- Investment Insights: A brief discussion about your current investments, to gauge if they align with your long-term goals.
- Fee Efficiency: An initial look at any current advisory fees you’re incurring, with suggestions on how you might reduce them.
- Personalised Guidance: Receive an introductory roadmap tailored to your financial situation and objectives, to better understand how our services can benefit you.
How to Book Your Complimentary Call:
- Select a convenient date and time from our Calendly options.
- Input your name and email address.
- That’s it! We’ll take care of the rest, and you’ll receive a Zoom link for your scheduled session.