Hello! I'm Scott Alexander, the co-founder and lead financial planner at Reignmakers Wealth Advisors.
Firstly, I want to express my gratitude for scheduling a session with us. To make certain our initial 45-minute conversation is as productive as possible, we'd appreciate some preliminary information from you.
Your insights aren't just valuable; they're essential. They allow us to immediately address your primary concerns and offer advice that's specifically tailored to you.
So, by taking a moment to answer the following questions, you're not only helping us but ensuring that we can provide the utmost value during our time together.