Financial Exam Discovery Call

[Kristi Allan]

Thanks again for booking your Financial Focus Exam. I'm looking forward to connecting and learning more about what matters most to you.

To help us make the most of our time together, I’ve included a few quick prep items for you to review and complete before our meeting:

🔍 Financial Focus Exam Intake Form
This gives me a snapshot of where you’re at today — and what’s most important to you moving forward.

🧾 5 Tips for Financial Freedom
This includes a few documents and prompts that will help you reflect ahead of time. It’ll give you clarity and make sure our conversation is productive from the start.

📄 What to Expect
This outlines how I work with clients, what you can expect from me, and the scope of what I offer. It’s not a contract — just a clear guide to help you decide if my approach is the right fit.

Please review and complete the attached information. If anything comes up or you have questions as you go through them, feel free to reach out.