Welcome to the Wealth Builders "White Glove" Accelerator

1. FILL OUT YOUR CONFIDENTIAL QUESTIONNAIRE: You will be sent a confidential questionnaire so we can maximize your session time and enhance your strategies and knowledge of your investments. NOTE: Be sure to list your ultimate investment (retirement) goal--so they can be fully addressed during the session.

The Wealth Builders Manager Linda Johnson will reach out to you via email or phone call to schedule a time/date for your session. NOTE: You can break up these sessions as you wish!

· The recorded video and audio session will sent to you within 7 days after the session.

· Here is SoFi’s contact # if you need to call them: 855-456-7634.

2. NEXT STEPS: Implement the recommended strategies to eliminate MEDIOCRE returns

Your success depends on getting investment understanding & making wise choices.

· We will follow up after 90-days to ensure your retirement goals are on track

VIP Portfolio Adjustment —Let's Unlock Your Portfolio's Hidden Potential!