You’re not done yet!

Please complete the following 2 steps ahead of our call:

1) Watch video message from Jamie

2) Complete your call preparation checklist

Step 1: Watch this message from Jamie to prepare for your first call.

Step 2: Complete the pre-call preparation checklist

  • I have watched the video at the top of this page

  • I have marked the call time and date on my calendar

  • I will come to the call ready to discuss my current finances and my future goals