Dear Ms. Garza,
Thank you for making an appointment to meet with me on January 17 at 2 p.m. I am excited to have the chance to help you achieve your goals- whether they are buying a house, sending children to university, or something else- through careful money management and smart investing.
In order to make our first meeting as productive as possible, there is some information about your income, assets, debts, and 50 on that you will need to have at hand. Please review the attachment to this e-mail to sce the full range of paperwork that will be necessary. It is also a good idea to think of and write down any questions that you may have for me before coming to my office.
I look forward to meeting you.
Sincerely, Lester Knight |