Congratulations on having the courage to request a meeting to discuss whatever financial issue or question is on your mind. We respect that when you have a situation where you’re not entirely sure what to ask or who to ask or where to turn that time is often of the essence. As such we will be in touch as quickly as possible to arrange a time to talk.
In the meantime, it is helpful for you and you Financial Grace Leader if you can do your best to write down your issue(s), questions and / or circumstances so that when you speak your time can be most productive. It is not necessary to write this information in any particular format, however, if it’s applicable and you’re comfortable, it might be efficient to have it in a digital format so it could (if necessary) be shared with your Leader. This will be discussed and reviewed when you talk.
Thank you for your confidence. We look forward to connecting very soon. If you haven’t heard from us within 48 hours you can email email@example.com or call 250-592-0457 in case we have had some sort of technical issue.