Your ice-breaker
Your ice-breaker
I'm so proud of you! You’ve got < a killer job / a great place to live / a beautiful family >. Because you’ve built such a wonderful life, this seems like the right time to talk about how to continue your success in the future.
Most women aren’t involved in their long-term finances, myself included, and that’s setting the example for your generation. Recently I’ve been trying to take a more active role, and I thought we could do that together. I don’t want you to < feel overwhelmed/ miss an opportunity/ make the same mistake I did >.
I’d love to help you as you think through < creating a budget/ managing your debt/ your 401 (K) investment >.
Could we find time to chat < at your new place / on the phone/ over dinner >?
Print this page on paper or as pdf to save your ice-breaker.
You can also use your ice-breaker to discuss with your advisor.
