Perhaps the best consulting and wealth management team in the united states
I want to thank you for speaking with me today about the additional benefits being offered through your workplace. What I have found is that people’s needs extend beyond what is being offered at work. I want to be a resource for you for other needs and wants that you may have thought about…
I can also assist you with the following:
These discussions would need to be held off company time. Meaning, we would need to schedule an appointment outside of work. We can meet at your house, a coffee shop or my office. If Zoom would be more convenient, we can even do that.
I’d like to set a few expectations for when we meet:
