Here’s what happens next.

Be on the lookout for an email from me with a few things:

1. Details to your Personalized Client Portal. (Hint: Your login is your email). Your Client Portal will be the place you find all of our Documents, Links, Contracts, Invoices, etc.

2. Our Contract: Please review and sign and send it back to me. Once I receive your copy, I will countersign it and send it back to you for your records.

3. The Questionnaire: Please fill this out before our call and submit it back to me within 48 hours prior to our call. This will help make sure I already have a little background on what we are going to cover before getting on the phone.