Consultation and meeting request

CONSULTATION & PAYMENT REQUEST

Subject: Consultation Scheduling & Retainer Payment

Dear Valued Client,

Thank you for your inquiry and interest in moving forward.

To proceed efficiently, we recommend scheduling a one-on-one Zoom consultation/class, during which we will review your objectives, structure, and next steps in detail.

🔹 Consultation & Scheduling

I am available later today, and I would be happy to accommodate your schedule.
Please let us know what time works best for you, and kindly confirm whether you have completed your registration.


🔹 Consultation Retainer & Payment

To confirm your consultation and reserve your time, please prepay the retainer fee in accordance with the Smart Plan Agreement (Page 7), covering at least the first hour.

You may submit payment using any of the following options:

Additional time beyond the first hour may be billed monthly as needed.


🔹 Zoom Access (After Scheduling)

Once your payment is confirmed and the call is scheduled, please join using the details below:

Join Zoom Meeting
https://us06web.zoom.us/j/7778595452?pwd=bW9sRS9VNVE4TGQ4VkozNVZmTC9VQT09

Meeting ID: 777 859 5452
Passcode: USCPB

📞 One-tap mobile and dial-in options are available if needed.


We look forward to working with you and assisting you in moving forward promptly and efficiently.
Please let us know once payment has been completed so we may confirm your session.

Warm regards,
US Capital Private Bank
Client Advisory & Consulting
📧 [email protected]
🌐 https://uscapitalprivatebank.com

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