Client Meeting 1 · Financial Foundations

Foundations (CA1)

60 minutes Zoom EST

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November 2026

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Life • Living Benefits • Legacy

Build your financial confidence from the roots up.

An introduction to foundational financial concepts designed to help you better understand how money works and the principles that can shape your financial future.

“The best time to plant a tree was 20 years ago. The second best time is today.”

What to expect

A genuine get-to-know-you conversation — where you are today, what brought you here, and what you're hoping to change.
An introduction to who I am and how I'll walk alongside you through an educational, no-pressure process.
Foundational money concepts tailored to where you are right now, so we start on the same page before any strategy talk.
A look at how money grows and the different places it can live — including simple frameworks like the three ways money grows and the five homes of money.
A clear sense of how this first conversation sets up strategies that fit your immediate, short-term, and long-term goals.

Prep note: No paperwork required beforehand. Bring an open mind and any questions on your mind.

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