Thanks for sign­ing up to chat! I can’t wait to talk to you in our call.

Before we talk, I’m giv­ing you home­work. I know, I know. It’s got­ta be done though.

I want you to have the fol­low­ing infor­ma­tion gathered:

• Rough idea of your spend­ing habits (I sug­gest Mint)
• Overview of your finan­cial accounts ie any retire­ment accounts, stu­dent loans, invest­ments, etc
• Any issues or con­cepts you’re strug­gling with

That’s it! Eas­i­er than pie.

Talk to you soon!

Gwen