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During your first appointment, we will establish why you are seeking financial advice, what your goals are and what you expect from us. |
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To assist us, we ask that you bring in as many documents as you can, such as photo ID, tax returns,401Ks, IRAs, loan and bank statements, copies of wills, insurance details, and/or a budget. |
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There is no rush to make a decision and typically clients take one to two weeks to consider our agreement and make a decision. We commence work once a signed client agreement is received. |
