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Contact me
to discuss your
financial concerns!
Please let me know which of these financial topics concern you the most.
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Lack of savings/investments
Too many bills/debts
Children's future (higher education, career, etc.)
Health care
Wealth transfer (life insurance, funeral, documentation, etc.)
Income stability
Lack of financial knowledge
Would you like to meet in-person or online via Zoom?
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via Zoom
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Thank you! I'll reach out to you within the next 24 business hours to schedule an appointment.
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