You're All Set!
Thank you for scheduling your 30-minute phone call with David Fontaine, CFP®. We’re looking forward to connecting with you soon.
If you have any questions before your call, please don’t hesitate to reach out.
📞 305-386-7667
📧 david@frgemail.com
What to Expect on Your Call
You’ll have the opportunity to share what prompted you to schedule the call, ask questions, and talk through your goals or concerns. David may offer high-level insights and discuss whether it makes sense to take the next step together. There’s no obligation and no preparation required, just a helpful conversation to see if and how we can support you.
Watch Webinar Replays
In the meantime, feel free to explore our on-demand educational library. These short webinars cover retirement planning, taxes, and income strategies designed to help you feel more confident.