Hi Friend,

Thank you for taking the time to speak with me tonight. I'm looking forward
working on your cash flow plan over the next couple weeks.

As we discussed, in order to customise your plan, I will be emailing you an
intake form. You should be able to enter most of the information by memory,
though you may want to have some of the following items available for
reference (I may also ask to look at some of these documents in order to
get specific information needed for creating a plan that is best for you):

1) Tax returns
2) Pension statement from employers
3) All life insurance and disability insurance policies
4) Latest statements from trust companies, brokers, investment companies,
and banks pertaining to investments
5) Latest mortgage and other loan statements including balances, limits,
interest rates, and monthly payments
6) Copy of any current written financial plan

Don't worry if you don't know what to fill in for a particular field. I can
either follow-up with you over the next several days, or we can fill in the
missing details the next time we meet.

Please do your best to complete the form 72 hours before our next meeting.
If for any reason, you are not able to make that meeting, or if you have to
reschedule, please call/text 403-629-9361 or email
jason@morelifefromyourmoney.com.

Enjoy your week Friend.

To Your Health, Wealth and Happiness!
Jason Krausert (AFCC, CCS)
More Life From Your Money
Phone / Text - (403) 629-9361