Prior to this meeting, we will request a few additional details about your financial life. From a 10,000 foot view we will look at where you are and how we can help you get to where you want to go.
3) Sleep on it!
This is a huge decision. We don't let you make any decisions until you review the information covered in the strategy session. If we agree on the strategy, we will take the next steps!
Not quite ready for a strategy session? Get in touch here...
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