COPY & PASTE THE TEXT BELOW (Make Edits As Necessary)

Dear (NAME),
How are you? I hope you are doing well.
I always want to make sure I stay on top of your financial situation, and with the changes going on in the world, there may be an opportunity to save money.
I would like to set up a five minute phone conversation with you ( I promise it will not be longer than 5 minutes unless you want more information). When would be a good time to speak?
Sincerely,