Experience the Supernova Difference

Experience the Supernova Difference

Dear [Client Name], 



It was a pleasure meeting with you and discussing your financial goals. I wanted to follow up with a more detailed look at how our unique service model, Supernova, can help you achieve those goals. 

Supernova is designed to provide an unparalleled level of personalized support and proactive guidance. Here's what you can expect: 

• Dedicated Touchpoints: We'll connect regularly through 12 scheduled appointments per year, including 4 portfolio reviews (2 in-person). This ensures we're always aligned with your evolving needs. 
• Concierge-Level Responsiveness: Have a question or concern? We're committed to responding within one hour and providing a solution within 24 hours. 
• Multigenerational Planning: We'll develop a comprehensive plan that considers your entire family's needs, ensuring your financial legacy is secure for generations to come. 
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We believe in building strong, long-term relationships with our clients. I'd like you to experience this service firsthand by scheduling a monthly meeting with me. This is the same level of service that each of our clients receives. 

This will give us a chance to delve deeper into your financial situation and explore how we can help you achieve your aspirations and I believe you'll benefit greatly from these calls and get a real sense of what makes my practice different. 

I'll be in contact soon to schedule a time that's convenient for you. In the meantime, I'm curious: how does this compare to the service you're currently receiving? 

Sincerely, 

[Your Name]