We try to keep this as underwhelming as possible.
In the resource tab of FCMT Online you will find a Personal Financial Snapshot and a simple two page Cash Flow Plan. Once we take payment we send these two forms and ask them to complete them to the very best of their ability and return them. Once we have those I send a scheduling link or available dates for them to choose from.
Keep the prep work and the process as clean and simple as possible.
You may also choose to send them a Coaching Agreement. We’ve provided a sample for you in the Resources Tab as well.