Referral Introduction

Angel works alongside financial professionals to help clients organize information, follow through on action items, and stay aligned with the plan that’s already been created.

This meeting is a short introduction for you, your client, and Angel to connect and create shared understanding.

During the call we will:

• Talk through the client’s current situation

• Review the guidance already provided

• Identify where hands-on support would be helpful

• Agree on next steps and communication preferences

This is not a planning or advice session — it’s simply a coordinated starting point so everyone knows how to move forward together.

Please plan for both the referring professional and the client to attend.

After Booking

Once scheduled, share the calendar invitation with the client so we can meet together.

Note: This meeting coordinates support and next steps only. Angel does not provide tax filing, investment, insurance, or legal advice.