You may have heard that we’re beginning to offer something called Discovery Sessions. What is a Discovery Session? Well, I’m glad you asked. It is a free 60-minute experience designed to help people learn the tools, strategies, and methods necessary for building a detailed blueprint to allow them to balance both financial and lifestyle goals alike.
Designed for people new to Fourth Dimension, attending one of these no-obligation sessions gives them the opportunity to learn, for themselves, what they want their retirement to look like and the options to consider when designing their plan. It’s a really thought-provoking process and we would love it if you were to introduce the session to friends who may be considering their retirement options.
There are a number of ways to RSVP. Call us at (419) 931-0704 or email: Dave@FourthDimensionFinancial.com.
If you’d like a ready-prepared email to send to friends, email us and we’ll send it your way.
Thanks so much for your help in alerting others to the options available to them. It means so much to us and them when you make a connection.