Thank you for requesting a complimentary strategy session.  I’m looking forward to speaking with you in an effort to gather some information in an effort to help solve your retirement frustrations and challenges. Please fill out this short survey form below so I might have a better idea of how we may best help you, and so we can make the most productive use of our time together.  Once you submit the form, you will be redirected to my calendar page so that you can select your preferred time for our strategy session phone call. Thank you, I look forward to speaking with you shortly!