Your Strategy Session is Confirmed!
Here’s how to prepare so you get the most from our time together.
The date and time are locked in. You should have received your Zoom meeting information along with a calendar invitation from Calendly shortly after you booked your call.
Mark Your Calendar
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I’m sure you probably already have a ton of questions swirling. That’s is 100% normal! Bring all those questions. Nothing is too minor or major to address. If you need a little prompt, here are some questions to consider:
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What are your top long- and short-term goals?
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Do you have any big financial milestones coming up?
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What are your top financial stressors / pain points?
Do some pre-brainstorming
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This call mainly covers the “broad strokes”, but many of my clients have been very glad later on that they took some general notes (especially if later conversations with a partner or spouse need to happen).
Take notes
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Money isn’t always easy to talk about. Know ahead of time I am already in your corner. Please know that I’m not here to give out grades — my definition of success is to help you create a game plan for your finances that makes you feel empowered, in control, and excited about what comes next!
Get ready for a safe space
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✅ Join on Time - We’ll be meeting via Zoom; the link is in your confirmation email.
✅ Bonus Prep - Before our call, watch these short videos to get a feel for how I work and the results clients achieve:​
The Impact
of Tax Planning
Your Business As Your Retirement Plan
Costs of DlY-ing Your Wealth Management
Cost
vs Value
See you soon!
Matt
If you want to know more about me personally, watch this video...
