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2-3 topic areas • 10-day project timeline • 3 month check-in
3-5 topic areas • 3-week project timeline • 3 and 6 month check-ins
5+ topic areas • 2-month project timeline • 3, 6, and 12 month check-ins
YOUR CONTACT INFORMATION
HERE'S WHAT TO EXPECT NEXT
An email within 24 hours to schedule your free discovery call
Meeting your financial advisor to discuss the package you selected
A finalized price estimate after the call
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This price range is based several factors including the complexity of your finances. Your financial advisor will determine the final amount after your free discovery call.
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