Your forward planning meeting with Di is confirmed
Thanks for booking in to meet with us here at Stream Financial, I am looking forward to being able to help!
In our meeting we’ll be taking a step back and looking at the big picture – making sure that you’re on track to achieving your goals, what more we might be able to do to get there faster, or more comfortably. We’ll also be making sure that we’re up to date with any changes that may have happened in your world that we might need to be aware of, or even changing or adding to some of the goals we work on together.
Forward Planning Meetings are crucial to the success of us working together, and the achievement of your most important goals. These meetings are aimed at keeping everyone accountable and focused on your individual and unique goals and objectives and by keeping them priority, and not forgotten about.
If we can help you with anything at all in the meantime, it would be lovely to hear from you so please call on 1300 983 942.
Thanks, and looking forward to catching up!