Thank You
Thanks for requesting a meeting. We’re looking forward to our conversation.
We appreciate that you’ve taken the first step in your financial journey. We’ll review your information and will be in touch within the next two business days, based on your preferred method of contact. Remember, this is a no-obligation chat to get to know each another.
Here are a few things we would like to cover:
- Learn more about you, your family and your business
- Listen to your life goals and dreams
- Explain our typical financial planning process
- Walk through a sample financial plan
- Give you an opportunity to ask all the questions you want
Sincerely,
The Alterra Advisors Team