Describe How You Would Like To Be Introduced Via Email
I want to introduce you to Joshua Doutre. He helps individuals and families with budgeting, debt payoff, savings plans, and preparing financially for major transitions like buying/selling a home, divorce, or probate.
He’s fantastic at providing clear next steps and removing overwhelm.
Hope this connection helps!
What is your "why"? Why do you do what you do?
My “why” is rooted in service, clarity, and helping people succeed through some of the biggest decisions of their lives.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
I work with someone who helps people simplify their finances and make better decisions. Would you like an introduction?
Would having someone who can help you get clear, organized, and confident with your finances be useful for you right now?
Is there any financial stress or uncertainty you’re dealing with right now that you wish you had more guidance on?
Unique Selling Proposition
I simplify the financial side of major life transitions — providing clear plans, personalized coaching, and real estate guidance so people can move forward with confidence and make smarter decisions.
About me
I am a Business Owner, Husband of 20 years, and have 2 boys 16, and 14.