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CONGRATULATIONS
YOU'RE BOOKED!

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CHECK YOUR EMAIL FOR YOUR CALENDAR INVITE
AND THE ZOOM LINK!

(If you can’t find your confirmation email, check your Spam / Promotions folder, and you can always reach out to our team for assistance at support@mindshiftfinancialcoaching.com)

To make the most of your call, please think through the following questions:

What is working, not working, or not working as well as you’d like it to in your business?
If everything goes as you want it to in your business this year, what has happened?
What could get in your way?
What is your experience with charging for financial planning in the past?
In your mind, what are the pros & cons of a planning approach?
How can a coaching program help you achieve your goals?

LOOKING FORWARD TO OUR CONVERSATION!

(If you can’t find your confirmation email, check your Spam / Promotions folder, and you can always reach out to our team for
assistance at support@mindshiftfinancialcoaching.com)

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for practicable implementable business ideas!

Where financial advisors grow their business differently

(215) 806-4044

jaclyn@mindshiftfinancialcoaching.com