Hey there!
Congratulations on being here right now. You are taking an important first step in getting your financial house in order.
There are THREE things you need to do next:
1. Complete the Financial Clarity Visioning Tool.
This questionnaire is designed to give you focus before we have our Financial Clarity Session together.
It will also help me understand you better and how best I can serve you. Click here to download.
2. Send it back to me.
Email the completed questionnaire back to me at monique@equitybydesign.com at least 24 hours before our meeting so I get a chance to noodle around with it.
3. Set up a time to talk.
The next thing for you to do is to go to my online calendar and schedule your appointment. Click here to schedule your Financial Clarity Session.
I am SO excited to talk with you, can’t wait!
In service to your profitability,
Monique