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The First Meeting

Questions For Both Of Us...

Our first meeting is about getting to know each other in a relaxing atmosphere. Secondly, we need to discuss your wants and needs that will be impacted by the ongoing financial plan that will be designed based on our discussion. Everyone’s situation and circumstances are different, and it is important to understand them in preparing a financial plan that meets your needs. Following our discussion, a financial plan proposal based on your unique needs will be designed. We will then get back together for a second meeting to review and adjust the plan as needed.

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