Financial Strategy Session: Invite Only

Cancellation Policy

Thank you for booking a Financial Needs Assessment. If you are at this step, please make sure that you have already filled out the pre-qualification intake form. If not, you must do that first. Email sarah@sarahpoet.com to request the link. I’m honored to support you on your journey toward greater clarity, confidence, and financial freedom. I’m looking forward to our upcoming session where we’ll review your goals, priorities, and current financial landscape so we can design a customized, comprehensive financial strategy that truly fits you. To make the most of our time together, please have the following ready for our meeting: Monthly Income (gross and net) Monthly Expenses (a breakdown of bills and recurring costs) Current Savings, Investments, & Retirement Accounts (balances and interest rates, if applicable) Current Debt (mortgage, student loans, credit cards, etc. with interest rates) Insurance Policies (type of coverage, monthly cost, and benefit amounts) I know this takes a little preparation, but gathering this information will allow me to give you a much more accurate, empowering, and personalized analysis. I can’t wait to connect with you. If you are unable to make this appointment please email sarah@sarahpoet.com as soon as possible to respect everyone's time. We will schedule the second appointment for the strategy process during our initial appointment.

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