Thank You for Scheduling Time With Dianna

 We look forward to learning more about you, your goals, and what’s most important to your financial life.

 Your upcoming conversation is designed to help determine the best next steps and whether our planning process is the right fit for your needs. 

If You Scheduled an Introductory Call

 Your 15-minute introductory call is a brief conversation designed to:

- answer initial questions

- understand what prompted you to reach out

- determine whether a more in-depth meeting would be valuable

 No preparation is needed. 

If You Scheduled a Financial Fit Session

 Your Financial Fit Session is a more comprehensive introductory meeting focused on:

- understanding your goals and priorities

- discussing your current financial landscape

- identifying planning opportunities and concerns

- exploring whether our advisory relationship is the right fit

 No preparation is required unless specifically requested by our office. 

What Happens Next

 You will receive:

- a calendar confirmation

- reminder notifications before your meeting

- Zoom details if you selected a virtual meeting

 If you need to reschedule, you may do so using the link included in your confirmation email. 

Our Approach

 At Solvia Wealth, we believe financial planning should create clarity, confidence, and alignment.

 Dianna’s process is designed to help clients make thoughtful financial decisions while building a long-term strategy that evolves alongside their lives.

 Questions Before Your Meeting?

 916-365-4314

d.laney@lpl.com