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Thank You For Making An Appointment!

 

This introductory phone call consists of…

  • Learning more about you
  • How we can help you achieve your financial goals
  • What got you thinking about seeking help with your finances
  • How much experience you have with financial terms and key concepts

 

What will not happen during the introductory phone call:

  • No one will offer you a product
  • You won’t be pressured to buy anything