I hope you’re doing well. It’s been a while since we last met! I believe staying on top of your financial strategy is key to reaching your financial goals.

That’s why I’d love to get together with you for a quick check-in by phone, Zoom, or in person. This is a great opportunity to check in on your investments, review current market conditions, discuss any changes in your financial situation, and ensure your portfolio is aligned with your objectives.

It’s simple to schedule—click the link below to access my online calendar and schedule time for us.

I look forward to catching up with you soon!

Call: + 1 844.672.7623
mlima@mraadv.com