What We’ll Cover in Your 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 Call:
- Select a convenient date and time from our Calendly options.
- Complete our quick pre-meeting survey.
- Complete the payment.
- That’s it! We’ll take care of the rest, and you’ll receive a Zoom link for your scheduled session, once payment has been made.