1. Discuss and understand your financial situation.
2. Discuss your financial and life goals.
3. Discuss the process for creating a personalized action plan.
1. Discuss and understand your financial situation.
2. Discuss your financial and life goals.
3. Discuss the process for creating a personalized action plan.
1. Discuss and understand your financial situation.
2. Discuss your financial and life goals.
3. Discuss the process for creating a personalized action plan.
