Schedule a 1-Hour Planning Meeting

Launch: Set Your Trajectory 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.

Set Your Trajectory Meeting Description

Our second meeting is designed to assess where you are financially and where you want to go by setting your life goals.

Agenda

  • Identify the life you want, both now and in the future

  • Set focus on major life goals

  • Establish the priority of the steps to take