You’re all set! Your meeting is on the calendar, and you should receive a confirmation email shortly with the details.
This conversation is a chance for us to get to know each other, talk through your goals, and see if there’s a good fit. No pressure. Just a real conversation about your financial life.
-Relevant resources to help organize your finances.
-Helpful tools for managing key decisions.
-Guidance on next steps tailored to your situation.
If you have any questions before we chat, feel free to reach out:
[email protected] or 971-405-7979
In the meantime, feel free to explore more about our approach here: About US
Talk soon,
Garrett Dresen, CFP®
Founder, Harbor Horizon Financial
Wilsonville, Oregon
Copyright 2024, Harbor Horizon, All Rights Reserved.