A LITTLE TIME SET ASIDE FOR WHAT MATTERS
You’re booked!
Your next step toward a more prepared family starts with a conversation. I’m looking forward to meeting you.
WITH KC MONTERAS
Family Financial
Preparedness Review
01Date & timeCheck your confirmation emailYour scheduled date, time, and time zone are listed there.
02Where we’ll meetOnline, from a comfortable spotUse the meeting link in your booking confirmation.
03Keep it handySave your calendar invitationKeep your meeting details within easy reach.
Look for your Calendly confirmation in the inbox you used to book. If it has not arrived after a few minutes, check your spam or promotions folder.
Need to change your plans? Use the reschedule or cancellation link in your booking confirmation email.
BEFORE WE MEET
Just a few little things.
No homework required. These can help you get the most out of our conversation.
- Have your guide nearby.Your scorecard is a helpful place to begin, even if it’s unfinished.
- Bring what’s on your mind.A goal, a question, or an area you’d like to understand better.
- Find a comfortable spot.A quiet space and a reliable connection are all you need.
- Invite your partner, if you’d like.You’re welcome to explore your family’s next steps together.
UNTIL THEN
“You’ve made time for your family’s future. That matters. We’ll start with your priorities and build from there—at your pace.”
KC Monteras · Protect. Prepare. Prosper.