Success! Appointment Confirmation

Our appointment is on my calendar so I will be calling you at the number you provided.

To be sure we accomplish the most with our time, please have a list of questions and or any documentation ready to review when we meet.

If you feel it would help to review documents together but are unable to share them in advance due to privacy concerns, I will provide a web meeting link ahead of time or we can play it by ear and switch over to a secure, private screen share meeting on the fly as we speak.

I look forward to speaking with you soon.

Sincerely,