Thank you for scheduling your strategy session.

I look forward to talking to you soon! In the meantime, here's what to expect:

You'll receive a few emails from me. They will be as follows:

• An appointment confirmation, which should arrive shortly
• An invitation to a client portal where you can upload any financial documents that you would like me to review prior to your schedule appointment
• A request to complete a brief questionnaire so I can prepare for our appointment and maximize the time we have together