A gentle introduction to understand clients financial needs & goals.
- 20 min20 minutes
The goal of this complimentary 20-minute consultation is for Harprit to get a better understanding of where the potential client is financially and the goals they want to accomplish. Harprit will also provide the client with further details of how she educates families and helps them reach their financial goals. If the potential client decides to work with Harprit to start their financial needs analysis, a follow-up appointment will be booked from there.