On behalf of our entire team, I want to personally thank you for considering our firm and scheduling a 20-min introductory phone call.
You have a lot of high-quality firms to choose from, and I appreciate you reaching out to see how we might be able to help.
5 Important Things to Know
To avoid any surprises, here are 5 important things to know ahead of your upcoming phone call:
1.) Please check your email inbox. You will find a meeting confirmation and a link to add the meeting to your calendar. If you don't see it, check your spam/junk folder.
2.) At your scheduled time, Tyler Aubrey, CFP®, will call you at the number you provided. Tyler is a partner/owner of the firm and our in-house retirement and tax planning expert.🤓
3.) The purpose of this call is to see if there is a potential fit between our expertise and your needs. After all, you would NOT see a Cardiologist if you needed foot surgery!
To determine if there is a potential fit, Tyler will use the call to:
- Learn about your situation + answer your initial questions.
- Explain our Free Retirement Assessment™ process in more detail.
4.) We work as a team to serve all of our clients (and potential clients). If there is a potential fit between your needs and our expertise, the rest of the team (myself included!) will be joining all future meetings.
5.) Our Free Retirement Assessment™ process will help you evaluate our firm and make an informed decision about working together. The process concludes with a personalized Retirement & Tax Analysis answering three critical questions:
- How can your current retirement plan be improved?
- What can you do to lower your tax bill now and in retirement?
- How can your investments be optimized to support your goals?
If you have any questions before your upcoming phone call, please call our office at (858) 345-1197.
Thank you again for considering Define Financial, and I look forward to meeting you very soon.
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