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- Know your WEAKNESS
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- Building a Bridge
We begin with a consultation to review your financial history, preferences, concerns, goals and aspirations. In a second meeting, we review the details of your current financial data, as summarized in several succinct exhibits. Successful financial planning and investing are much more than crunching numbers, listening to popular opinion and understanding the latest market roommeimei.info much as people need to know about financial markets, investments and wealth accumulation strategies, they also need to know about themselves.
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