Your Planning Session Is Booked!

Check your email for the confirmation details. Ms. Zata is looking forward

to helping you build your personalized protection plan.

Prepare These 5 Things to Get the Most Out of Your Call

The more prepared you are, the more personalized and valuable your session will be.

Your Monthly Income

Know your net take-home pay so we can calculate the right coverage amount.

Monthly Expenses

A rough total of what you and your family spend each month on rent, utilities, food, etc.

Outstanding Debts

Credit cards, loans, or any obligations you're currently paying off.

Number of Dependents

Who relies on your income? Parents, siblings, spouse, children?

Your Questions Ready

Write down anything you want to ask no question is too basic or too detailed.

Here's what to expect between now and your planning session.

Right Now

Confirmation Email Sent

Check your inbox for the session details, meeting link, and calendar invite.

Before Your Session

Review the 5-Step Guide

Re-read the guide so we can dive deeper into each step together during the call.

24 Hours Before

Reminder Email

You'll get a reminder with the meeting link so you don't miss it.

Session Day

Join the Call & Get Your Plan

Click the meeting link at your scheduled time. Ms. Zata will walk you through everything step by step.

Need to reschedule, have a quick question, or just want to say hi? Reach out anytime. I'm happy to help.

Share the free 5-Step Guide with a friend or family member who also supports their parents.

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