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What are you currently doing in preparation for your financial future?
Looking at your situation right now, what kind of enhancements would you like to make in your financial life?
What are you doing now to help you get there?
What do you like and what don’t you like about your current financial position?
Who is depending on you to make sound decisions?
If we met back up in 5 years, what would you like to have accomplished over that 5 year period?
Who is involved in your financial decision-making process?
Have you ever had a client/advisor relationship with a Financial Advisor?
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