1. Check your email
You'll get a confirmation with the Zoom link and a calendar invite. If you don't see it in a few minutes, check your spam folder, then add me to your contacts so the rest gets through.

2. I'll confirm with you the day before
You'll get a short note 24 hours ahead. A quick reply holds your spot and it means we both know the time still works.

3. We talk for 30 minutes
Just click the Zoom link at your scheduled time. No paperwork and nothing to prepare, just bring your questions.

1. Put it on your calendar.
Accept the invite in your confirmation email so the time is actually blocked off.

2. If you're married, have your spouse join.
This one matters. Retirement decisions get made together, and the conversation is far more useful when you're both on the call. Forward them the invite.

The purpose of this call is simple: for both of us to see whether we're a good fit to work together. Here's how we'll spend the 30 minutes.

1. Where you are today and where you'd like to go.
Your situation now, your timeline, and what you want retirement to actually look like.

2. What's on your mind.
Any pain points or open questions you'd like addressed.

3. How we work.
Our planning process, and what it's actually like to work together.