Personal Financial Strategy/Checkup/Review
The process for a Financial Foundation Review starts with getting to know you and your financial situation. Then we can go over recommendations and possible solutions. There is no obligation for you to make any decisions. You are not required to disclose any information that you are not comfortable releasing to me, but the more you give me the better the recommendation.
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Virtual or In-Person
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When was the last time you met with a financial professional for planning
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Any other information you would like for me to know
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