What feels difficult?
Name one part of managing money that takes more energy than you would like.
OUR APPROACH
Start with where you are.
Build from there.
A clear introduction, a conversation about fit, and an agreed direction before the work begins.
01 / YOUR INTRODUCTION
Tell Matt what
you want to change.
A first message doesn’t need to tell your whole financial story.
Share who the coaching is for, the challenge or goal on your mind, and how you prefer to connect. Add context if it helps; estimates and incomplete plans are welcome.
- Choose budgeting, debt, goals, or several areas.
- Describe what would make a difference to you.
- Include your timing and availability if you know them.
02 / THE FIRST CONVERSATION
Understand the situation.
Explore the fit.
Use the conversation to put your priorities in context and ask questions about coaching. Matt can discuss how Afin’s services relate to what you need.
Questions worth bringing
- Where would it make sense to start?
- What would working together involve?
- How would the scope and fees be agreed?
- What information would be useful for the next step?
An inquiry opens this conversation; it does not book an appointment or begin a paid engagement.
03 / AGREEING ON A DIRECTION
Know the next step
before taking it.
The plan should reflect the priorities you’ve discussed.
Before work begins, agree with Matt on the scope, fees, and next steps. Budgeting, debt payoff planning, and goal-focused guidance may play different roles depending on your circumstances.
Leave with a shared understanding
- The priorities and scope you agree on.
- Fees and what happens before work starts.
- What to prepare and how to stay in contact.
PREPARING WITHOUT OVERTHINKING
Three things
to reflect on.
What matters most?
Think about the change you want your financial decisions to support.
What would progress feel like?
A more useful budget or a clearer debt plan is a concrete place to begin.
A FEW THINGS YOU MAY BE WONDERING
Good questions.
Clear answers.
Should I upload financial documents?
No. The introductory form has no document upload. Leave out account numbers, passwords, Social Security numbers, and financial documents.
What happens when I use the form?
The page tells you whether it will send directly or prepare an email draft. If it prepares a draft, you still need to send it from your email app. Only a confirmed direct submission means the inquiry has been delivered.
Can I contact Matt without the form?
Yes. Email madamou@afin-consulting.com or call (203) 770-6522. Share a brief introduction and your preferred way to connect.
YOU DON’T HAVE TO FIGURE IT OUT ALONE