Ramy Hindiyeh, Ph.D., MBA | Finmentum

A quick, no-pressure call to learn what you’re trying to accomplish, answer a few questions, and share how Finmentum’s process works at a high level. If it looks like a fit, we’ll schedule a longer Discovery Session next.

We’ll cover:

• Your goals + what prompted you to reach out

• Your current setup (high level) and risk comfort

• How our planning + investment process works

• Next steps (Discovery Session, if it makes sense)

What to bring: Nothing, just come as you are.

This is a free, working session where we go deeper than the intro call. Before we meet, you’ll send your latest investment/bank statements and your most recent tax return. In the session, we’ll review your current setup, stress test your portfolio (how it may hold up in different markets), and outline a clear path forward.

What we’ll cover:

•Your goals, timeline, and risk comfort

•A high-level review of your current investments and allocation

•A portfolio “stress test” (up/down market scenarios)

•High-level tax insights based on your return

•A simple “what-if” projection showing how your money could grow over time

•A proposed portfolio direction + next steps (if it’s a fit)

Please send in advance:

Latest statements (401(k), IRA, brokerage, etc.)

Bank/cash snapshot

Most recent tax return

Outcome: Clarity on where you are today, what to improve, and what we’d recommend next.

For existing Finmentum clients. Use this to schedule a quick check-in, updates, questions, or life changes (new job, bonus, home purchase, new account, etc.). If you think we’ll need more time, feel free to book the 60-minute version.