I’m Lena Patel, a Chartered Financial Planner at ISJ Independent Financial Planning.
The service I provide is called lifestyle financial planning.
It’s all about you; where you are today, where you would like to get to in the future, and the best way to achieve those goals.
I work with you to build a robust plan for the future, and answer all of your financial questions.
If you would like to find out more, you can book a discovery call with me. It would be great to chat.
Our initial call, lasting 30-40 minutes, can be via Zoom or phone. Please indicate your preference when scheduling. You’ll receive a calendar invite with my Zoom link and phone number.
For Zoom calls, just click the link at the appointed time. Your computer will automatically set up the camera and audio.
During the call, I’ll ask several questions and answer any of yours. This free, no-obligation call will help us assess the potential for a face-to-face meeting. If we’re not the right fit, I can recommend other Financial Planners or government agencies.