Success! You’ve booked your fit meeting with our Lead Flat Fee Planner, Scott Sanborn, PMP®.
Here’s how you can prepare for your call and make the most of your time with us.
Bookmark our Zoom page. If you’re able, a video meeting will make your time together more productive. We like to use Zoom. To join, please click here and make sure your audio and video are turned on.
Review Scott’s bio. Click here to download.
Relax! This initial chat is an open conversation to find out what you’re looking for in an advisor and see if it matches with our service. No pressure and no stress!
