Your appointment has been confirmed
We have sent you a confirmation email with the appointment details
Thanks for booking our introductory call for your Retirement Reality Check. I’m excited to talk with you and get to know you better. The goal for this call is for us to discuss your goals and confirm that we have everything that we need to complete the analysis.
Be sure to look out for an Advisory Agreement in your email inbox. Once you receive it, please review the documents and sign. Once you’ve signed, I will send you an invoice for the analysis.
As soon as possible, would you upload the following items to our secure online folder:
- A copy of your most recent tax return,
- Recent copies of all your investment account statements, and
- An estimate of your current monthly (or annual) living expenses.
You can upload your files to our secure folder by following this link:
Thanks again for booking an initial Retirement Reality Check call. Take care and I look forward to talking with you soon!