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SCHEDULE A FREE 30-MINUTE CALL
After a quick conversation, we will determine if it make sense for us to schedule a meeting. If so, you will receive some simple data gathering forms to bring to our meeting.
P.S. It's okay if we're not the right investment advisory firm for you - we can still be friends!
SCHEDULE A FREE 45-MINUTE "ZOOM" MEETING
This online "zoom" meeting will give us the opportunity to determine if we are a good fit to work together, how much it will cost, and develop a plan of action moving forward.
READY TO RETIRE ON YOUR TERMS?
Schedule Your 30-45 Minute Meeting
(phone or "zoom" consultation)
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