The last several decades have taught us that clients like you help to drive our practice. We want to provide you with a plan based on your needs, in a language that you are comfortable with and to provide the best service to you.
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Jennifer has been in financial services for 23 years. Shs is married to her wonderful husband Johnny, and has a fur baby named Rose Von Doberman.
Let's meet to discuss what's most important to you.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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When you refer me, the person you refer will receive an email with a link to my website. From there, they can learn more about what it’s like to work with me and reach out for a complimentary initial consultation, if they choose. I will receive your contact’s information and may reach out to them directly.
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