Hi , thanks for scheduling your Discovery Meeting with Susan Soesbe.
The system will send a formal appointment confirmation and supplemental information to .
For your reference, you will receive a Document Checklist, which is a helpful list of the most common documents your planner may need to see in order to answer most questions. The system will also send you a courtesy reminder two days prior to your appointment date.
If you feel you have not received these notices and you’re sure your email (as above) is correct, please check your spam/junk box. Still can’t locate them? Please call us directly at 916-587-5100 and let us know.
We look forward to meeting with you soon!
[Please note: we take the current public health pandemic very seriously, and follow both federal and state guidelines for protecting our clients and employees against Covid-19. Please contact us directly if you have questions, concerns, would like more information on our public health measures, or to advise us on your personal health protection needs.]