All questions
I'm only on my phone. Can I still do the Zoom?
Short answer
Yes. Zoom works on your smartphone, and your consultation shouldn't move because of a screen.
The fair worry
Maybe you don't use a computer much, or someone else has the laptop that day. I don't want that to cost you your consultation.
The answer
The phone you have is enough to join your retirement advisor. You don't need to buy or set up anything special.
If your advisor shares a screen, numbers can look small. Turning your phone sideways helps you see them.
A tablet or computer is easier to view if one is handy. If it isn't, you can still use your phone.
At your consultation
Your phone is enough for the free Zoom consultation. You and your advisor can still talk through YOUR retirement.
More questions on this topic
- Is this just a sales pitch?A sale can come up. But your consultation starts with your retirement, and you never have to buy.
- Why is this free? What's the catch?You never pay Retire Handbook. Your retirement advisor pays us to set up the meeting.
- What if I say no?You can say no. Taking the free consultation doesn't mean agreeing to buy.