Your ice-breaker

I love you and want to make sure you are financially comfortable throughout life. I know talking about finances with someone you’ve taken care of can be < uncomfortable / taboo / unfamiliar to both of us >, but let's  < talk on the phone / grab a glass of wine / meet for dinner > and discuss your retirement plan and how I can help.

In putting together our family’s financial plan knowing if you < are feeling overwhelmed by anything / have insurance coverage / have enough > will help us all feel better prepared. This is going to be a good thing.

 

Print this page on paper or as pdf to save your ice-breaker.

You can also use your ice-breaker to discuss with your advisor.