You’re all set — your 15-minute checkup is booked
You’ve made an important move toward real clarity about your retirement — and we’re looking forward to talking with you.
Check your inbox. A calendar invite and confirmation email are on their way. Want it on your calendar right now? Add it below.
You’re in good hands with David Lee
“Thanks for booking — I’m looking forward to our 15 minutes together. There’s nothing to prepare and nothing to bring. We’ll just talk through where you are and what a confident retirement looks like for you.”
Three simple steps before we talk
Check your email
Your confirmation and calendar invite are waiting in your inbox. Add the meeting to your calendar and you’re set.
A quick hello
A member of our team may reach out briefly to confirm the details and make sure we understand what matters most to you.
Your 15 minutes
A relaxed conversation about where you are today and whether a fuller plan would help. No documents, no pressure.
Get the most from your 15 minutes
A little thought beforehand goes a long way. There’s nothing to bring and nothing to fill out — just come as you are.
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Jot down your top retirement questionsIncome, taxes, your 401(k), when you can retire — whatever’s on your mind.
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Invite your spouse or partnerRetirement is a shared decision — it helps to have you both there.
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Find a quiet spot for the callPhone or video, whichever you chose when you booked.
See the full Impact! Partners story
A few minutes on who we are, why we do this, and what working with us really looks like.
WITH
IMPACT!
Request your free copy of Retire with Impact!
A comprehensive guide to retiring in Texas by Summer A. Roberts. Just ask for your complimentary copy during your consultation — it’s yours, free.
Looking forward to your 15 minutes
If anything changes or you have a question before we talk, we’re just a phone call away.