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Client Access

A Thoughtful Way to Make an Introduction

If you ever have a client, friend, family member, or colleague who could use a little more clarity or confidence around their finances, I’d be honored to help them.

I work with people who want clear financial planning and thoughtful investment guidance working together — and who value having a trusted advisor in their corner.

Who I’m a Great Fit For

I work best with individuals, couples, and families who:

  • Are doing well financially, dual income households, but feel unsure they’re on the right track
  • Are preparing for retirement or have experienced a job change
  • Are navigating a major life transition (marriage, divorce, inheritance, etc.)
  • Value long-term relationships and objective, fiduciary advice

My role is to help connect the dots between planning decisions and investment strategy so everything works together with intention and clarity.

 

The Easiest Ways to Make an Introduction

Option 1 — Warm Email Introduction 

 This is the simplest and most comfortable way. You can copy and paste something like this:

Hi [Name], I’d love to introduce you to Megan Mills, a Financial Planner and Advisor, here in Georgetown. She helps people create clear financial plans and feel confident about their investment decisions. I think a conversation with her could be really helpful.

Just copy me at megan@forward-financial.com and I’ll take it from there.

Option 2 — Share My Information

If it’s easier, you can simply pass along my contact details below and let them reach out.

Megan P. Mills, MBA, CFP®
Financial Planner
www.Forward-Financial.com
Phone/Text: 512-985-9016
Megan@forward-financial.com
2951 FM 1460, Suite 1401, Georgetown, TX 78626
 

What They Can Expect

Anyone you introduce will receive:

  • An intro phone call to establish if I can help, if I can we will move to a complimentary Initial Consultation. Both will be a welcoming, pressure-free conversations
  • Clear explanations — no jargon, no sales pressure
  • Complete respect for your relationship with them
  • Collaboration with their CPA, attorney, or other advisors when helpful
     

My Promise to You

  • Your clients will always be treated with care, integrity, and professionalism
  • You will always know how the introduction went while maintaining client confidentiality
  • You’ll remain an important part of the advisory team when appropriate
  • Planning and investment decisions will always be made with the bigger picture in mind