I’m Lena Patel, a Chartered Financial Planner at ISJ Independent Financial Planning.
The service I provide is called lifestyle financial planning.
It’s all about you; where you are today, where you would like to get to in the future, and the best way to achieve those goals.
I work with you to build a robust plan for the future, and answer all of your financial questions.
If you would like to find out more, you can book a discovery call with me. It would be great to chat.
What to expect from our discovery call
We’re likely to talk for 30-40 minutes during this first call.
I like to hold these calls using Zoom, a video calling service, but I’m happy to talk on the phone or Skype; whatever you find easiest. Let me know which you prefer at the time of scheduling the call.
Once you schedule a call in my online calendar, I’ll update the calendar invitation with my Zoom link and telephone number.
If you prefer a video call, than at the scheduled time simply click on the link to connect to the Zoom video call. Your computer will automatically detect your camera, microphone and speakers.
I’ll ask you lots of questions during the call, and seek to answer all of your questions.
By the end of our call, which is at my expense and without obligation, we will know whether there is value in getting together for a face-to-face meeting and I’ll describe my fees.
If we’re not a good fit, I can usually suggest some other steps to consider, or other Financial Planners or government agencies you can speak with.
It’s important to note that the discovery call is at my expense and without any obligation.