If you’re like me, your to-do list is about a mile long. And you would think that we would knock out the easy stuff first, but when we get busy, the tasks that tend to fall down the priority list are usually simple ones, like making appointments. However, the reality is that no matter how hectic life gets, your finances can’t be ignored. At 1on1 Financial, we want to do everything in our power to make things as simple and convenient for you as possible so that you can rest easy, knowing that your finances are taken care of and on the right track.
The Convenient Choice
Now, we all know that cute little gecko that loves to talk about what 15 minutes can do for you. But seriously, have you stopped to consider that 15 minutes really can have a significant impact on your financial future? Even better, what if I told you that you can easily and conveniently schedule a 15-minute appointment with me? We run busy lives, but making sure your finances are in order doesn’t have to take up all your time. And since we are always on our smartphones and computers, we often prefer to organize our lives online. This is why I’m excited to announce a new way to get in touch with me.
How does it work? It’s simple. Choose a day and time on my online calendar that works best for you. No more waiting on the phone while a receptionist tries to find an appointment slot that works for both parties.
Then we’ll take some time to get to know each other, and I can show you how your financial goals are more attainable than you think! Schedule a phone call nowand take the first step to set yourself up for the most secure financial future possible.
Philip A. Board MSFS, CFS, is a retirement planning specialist and the founder of 1on1financial, an independent comprehensive investment firm serving individuals and businesses throughout the United States. He is also the owner and CEO of Medi-cal Benefits.