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How to get the most out of your LIFT client journey



Financial Planning is an ongoing process. 

Initial Financial Assessment

What we do:

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What you do: 

           

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Monthly Financial Planning Topics

Slideshow



Connecting Between Meetings

What are the best ways to contact me?

Email Policy 

Link to sign up for question of the week. 

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Maybe add Zoom link here for office hours?


Resources

List here all resources 


Investment Management

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Tax Preparation

List here all resources