Hey there!
Congratulations on taking this important first step in getting your financial house in order.
There are TWO things you need to do:
1. Complete the “Financial Clarity” Questionnaire and email it to me before the call.
This questionnaire is designed to give you clarity before we have our Financial Clarity Call together. It will also help me understand you better and how best I can serve you.
These questions may be deeper than most questions you answer in your day-to-day life. But believe me, you’ll begin to appreciate this focus and honesty once you witness the results it can bring. (In fact, I can always spot the people who are NOT ready for clarity when they don’t send me the questionnaire back! They avoid clarity like the plague!)
Please fill it out, and save it to your computer. Click here to download the Questionnaire. Then email it to me at monique@equitybydesign.com at least 24 hours before your call. Please note that you are NOT eligible to have your Financial Clarity Call with me unless I receive this questionnaire back. This may sound harsh, but I require a high level of accountability…I find that people appreciate me for it. Unexpected things do come up; I get that. So I will reschedule the call ONCE and once only.
2. Schedule the call by selecting an available day and time.
The next thing for you to do is to go to my online scheduler, TimeTrade, and schedule your appointment. Click here to schedule your call. Please make it far enough in advance so that you have time to fill out the questionnaire AND mail it back to me at least 24 hours before the call.
I am SO excited to talk with you, can’t wait!
All the best,
Monique