Text messaging | New Leaf Financial Planning

Text messaging

New Leaf Financial Planning offers text messaging so you can reach Jay Marshall, CFP® without a phone call. Use the chat button on this page to send a message, and add your name and mobile number if you would like a text reply.

How it works

When you start a chat and give your mobile number, you agree to receive text messages from New Leaf Financial Planning about your request, such as a reply to your question or a reminder about a conversation you booked.
Message frequency varies with your request. Message and data rates may apply.
Reply STOP at any time to opt out. Reply HELP for help, or email info@newleaffinancialplanning.com or call (765) 542-5323.
Consent to texts is not a condition of any purchase or service.

Mobile information and text opt-in data are never shared with third parties or affiliates for marketing or promotional purposes. Read our text messaging terms and privacy policy.