From booked to pre-sold

Hi {FIRST NAME},

Your call with my team is booked for {CALL TIME}. Here's the link: [CALL LINK]

It's a 30-minute conversation about your numbers, your schedule and your goals. No pressure. If the program isn't a fit, they'll tell you, and you'll still leave with a clearer picture.

I'll send you a short note in a few hours on what to have open.

Hi {FIRST NAME},

To get the most out of your call, have these handy. Rough is fine:

1. Your age and roughly what you spend in a year
2. Roughly what you have invested, including your work plan
3. Your benefits portal login, so you can check your match and 457(b)
4. Your current schedule and the one you'd love to have

That's it. The team does the rest.

Hi {FIRST NAME},

None of the nurses who've learned this with me started as finance people.

Sarah said the weekly calls kept her from putting it off. Janine started by simply tracking her money and now feels confident investing. Monique said every nurse should do this because it saves so much time.

What they had in common was deciding to stop guessing. You've already done that by booking the call.

Hi {FIRST NAME},

One thing to sit with before your call.

$10,000 invested once at 25 is about $107,000 by 60. At 35, about $54,000. At 45, about $28,000. Same money. The only difference is time.

That's why the order of your paycheck matters more than the size of it. Every month in the right order is compounding you get to keep.

See you on the call.

Hi {FIRST NAME},

Here's my guarantee, so it's not a question on your call.

Show up and do the work for 90 days. If you don't have your Coast FI number, your paycheck automated and a written plan to cut your hours, we keep coaching you, free, until you do.

I'm not going anywhere, and neither is my team.

Hi {FIRST NAME},

Your call is in about two hours. Here's the link: [CALL LINK]

One tip: be honest about your numbers, even the embarrassing ones. Nobody on my team will judge you. I once cashed out a 401(k) for a car, remember?