Schedule a 1-Hour Planning Meeting

Launch: Setting Autopilot 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.

Setting Autopilot Meeting Description

Our third meeting will be focused on building a budget that aligns your finances with your values to fund your present and future.

Agenda

  • Fund your current priorities

  • Fund your long-term goals

  • Create a realistic plan aligned with your values