Dear {ATTENDEE_FIRST_NAME},

Thank you for scheduling your first financial coaching session. I'm excited to begin this journey with you towards achieving your financial goals.

To make the most of our time together, I ask that you complete the Personal Financial Snapshot intake form. This form is designed to provide a clear overview of your current financial situation and help tailor the session to your specific needs.

You can access the form here: Personal Financial Snapshot

Please complete the form at least 48 hours before our scheduled session. This will ensure that I have sufficient time to review your information and prepare for our meeting.

If you have any questions or need assistance with the form, please do not hesitate to contact me via email at iam@samuelbonilla.me I am here to assist you every step of the way.

Looking forward to our session and to helping you build a stronger financial future.

Warm regards,

Samuel Bonilla