CONGRATULATIONS on taking the first step toward your financial goals — your meeting is booked and you’re all set!
Here's what to expect
During (and after) our call:
Calls usually last 20-30 minutes.
We’ll explore what your top short- and long-term financial goals are and discuss your next steps.
We’ll identify what your top stressor is regarding money and discuss a strategy of how to deal with it.
We’ll get to know each other a bit as people — you can ask me anything! And see if we’re a good fit to work together.
You will leave the call with a clear idea of what to expect next… in some cases this includes strategies you can implement right away!
My top 4 tips for getting the most out of your financial strategy session:
I find it’s very helpful to have the “household CFO” on the call (a.k.a. whoever takes care of most of the money management in your home).
Bring the CFO
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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 Qs 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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See you soon!
Matt
If you want to know more about me personally, watch this video...
