You're All Set!
Thank you for scheduling with Galvez Financial LLC. We’re thrilled you’re taking charge of your financial future.
Here’s what to expect: Your initial consultation will dive into your goals—think tackling debt, building a “for fun” fund for guilt-free outings, or planning big dreams. Most meetings wrap up in about 45 minutes, but we’ve reserved a full hour just in case we need a little extra time.
I’ll send a friendly reminder before our meeting, so you’re all set. In the meantime, explore our blog, "Wealth Your Way", for tips like trimming one bill for quick wins.
Got questions before we connect? I’m here—reach out anytime at azul@galvezfinancial.com