Hello! My name is Raymond and I will build a system for your UFF client onboarding prior to consultation. You’ll use the Jotform program to get the information you need to do your financial analysis and schedule an appointment, all in one place. Fill out the form below and I will reach out to you within two business days. You will receive an email from me with all the details, including the PDF and Excel spreadsheet to share with the client who prefers the handwritten form.
If you have any questions or need help, please text me at 863-777-3017 or email hello@managedbyray.com