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!