BEFORE WE TALK
Ten minutes,
and we're set.
No documents. No statements. No exact figures. Tap through it on your phone — ranges and rough guesses are genuinely fine. I'm after the shape of your situation, not an audit of it. I do the analysis; you just point me at the right place.
That's it.
Send it back and I'll have your picture built before we speak — then the whole half hour goes on what to do, not on gathering facts. You'll leave with your number, a map of where your money's stuck, and one move for next week.
Received. It's in safe hands.
Your answers are with me and nothing goes anywhere else. I'll build your picture before we speak — where the money's actually leaking, your real number, and the moves genuinely available to you.
Nothing else needed from you. Turn up, and I'll do the rest.