Use this time if you wish to be further acquainted with the Wealthwave Team. Please include any relevant information in the Notes section when setting the time. Also inform me on desired location of the meeting, especially if not at my office. Thank you and look forward to meeting you then.
This is for an initial client meeting. Please advise if this will be on the phone, at my office, or other location in the Notes section. You may also include any particular topic you wish to discuss during the appointment. Please remember to bring documents you wish to review in the meeting. Thank you and I look forward to connecting with you.
