Personal financial plan
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I will sit down with you and your spouse or just you. We will discuss your financial priorities and goals especially when it comes to retirement. I will need to gather your information and then prepare you a plan on how to achieve these goals. Along the way, I will teach you financial concepts and ensure that you know what is necessary to have the proper protection in place when it comes to insurance. Essentially I am offering a peace of mind consult for your finances.