Submission received.

Congratulations on starting your journey to get a financial plan in place!

In the next couple of days you will receive:

• A client agreement to sign via AdvicePay

• An invoice to pay via AdvicePay

• An email invitation to set up your financial planning account through Right Capital, my financial planning software

After you complete the above, you’ll receive a follow up email with instructions on adding information/data to your Right Capital account AND a meeting link to schedule an introductory meeting with me.

I’m excited to meet with you and get started on your plan!

The best is yet to come,

-Donovan