Schedule a 1-Hour Planning Meeting

Launch: Organize Your Money Meeting

Schedule your video conference meeting. The meeting request will also allow you to include what you would like to discuss and any non-sensitive information you want me to know for our meeting. Details on the meeting are below.

Sensitive Information, Documents, and Files

If you have personal information, specific documents, or files you would like to go over, please upload them into the shared folder in the Vault to securely send them to me. Please also mention you have uploaded the files when you answer the questions in the meeting scheduler.

Organize Your Money Meeting Description

During our first meeting, we will work to understand your finances, along with the tools and the mindset that you will use to change your financial future.

AGENDA

  • Organize your finances and track your success

  • Understand money and your relationship with money