30 Min Ongoing Support Call for Clients
Call to discuss clients who we've completed a review for in the past
- 30 min30 minutes
- Zoom Video call or Phone Call
For each Liability Review we complete: - Each client will be added to our automated system that monitors for future benefits (such as removing mortgage insurance, lowering their interest rate, etc.) - we will continue to correspond through you unless directed otherwise (if this information is initially provided to us). - Subsequent reviews will be prioritized and more efficiently completed. - We will continue to be involved (as much as you request) to keep clients on track with goals. The hope is for this to be an ongoing relationship for everyone, not just a one-time solution! When we connect we'll discuss any recommendations to ensure they complement and support your overall strategy for the clients. We'll assume it's a Zoom Video call unless you specify you want it to be a phone call (and provide a contact number).
To cancel or reschedule please contact us directly if it's within 4 hours of your originally scheduled time at 303-881-7271 (call or text Angela) or firstname.lastname@example.org
Home Branch located in Oregon. Angela is located in Colorado. Denver, Colorado, USA