HERE IS WHAT YOU CAN EXPECT NEXT

Keep an eye on your email. In a few moments you are going to get a couple of emails from me:

• First you will be getting an invitation to sign a non disclosure agreement. This is completely optional and, it does not obligate you to anything, but it ensures that anything you share with me will remain confidential, or you can sue my pants off.

• Second you will get an invitation to share files in a secure box folder. If you want to actually get something out of our time together (not just a free dinner) uploading any of the following will really help me find some opportunities for you;

  • Retirement and investment account statements

  • Prior year tax return

  • Life insurance policies

  • Mortgage statements

  • Anything else you have a questions about

Thats it. Once you’ve done that, I’ll get to work.