Your time is reserved.
We look forward to hearing from you soon.
Thanks for booking a complimentary phone conversation with Kyle Bateman, CFP®. A confirmation email with the meeting details and a calendar invite is on its way to your inbox.
A few quick things to expect
You don’t need to prepare anything. Here’s how the next few minutes — and the conversation itself — will go.
Check Your Email
You’ll receive a confirmation from Calendly with the meeting time and a calendar invite within a few minutes. If you don’t see it, check your spam or promotions folder.
Add It to Your Calendar
Open the calendar invite and save the time so the reminder reaches you on the right day. Reschedule any time using the link in your confirmation email.
We’ll Connect at the Scheduled Time
Kyle will reach out at the time you selected. Plan for about thirty minutes. Bring whatever’s on your mind — there’s nothing to prepare in advance.
Looking forward to our conversation.
“Thanks for taking the time to reach out. There’s nothing you need to put together beforehand — just bring your questions and we’ll talk through where you are and what’s on your mind. Talk soon.”
We’re a call, text, or message away.
If something comes up before our scheduled time — or you’d like to reschedule — the easiest way is to call or text.
Send Us a Message
Leave your details and we’ll get back to you promptly — no obligation.
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