Great! Your Questionnaire Is Complete & Your [TYPE OF CALL] Call Is Scheduled

Thanks for scheduling your strategic assessment call!

I have sent you confirmation of your calls time and date via email, please make sure that you put this in your calendar right now.

I will call you via Phone or Email You a Zoom link (depending on what you selected in the questionnaire) at the precise time that you selected, please make sure that you are ready when I call. If you are more than 5mins late the call will be cancelled and you will not be able to reschedule another one.

Please make sure that you are in a quiet room and do not take the call from your car, airport or any other noisy place. If you take the call in a noisy location we will cancel the call with you and not allow you to reschedule another one.

I look forward to helping you explore your current state and seeing if there are any new options for protecting your family, your assets and protecting against taxes and market volatility! 

 - [YOUR NAME]