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Financial Services

Discuss the client’s financial goals and objectives.

The client will discuss past and current financial habits and will devise a strategy for a healthy financial future.

The client will discuss past and current financial habits and will devise a strategy for a healthy financial future.

The client will discuss past and current financial habits and will devise a strategy for a healthy financial future.

Give clients an opportunity to check-in and ask question.

Discuss group financial seminar sessions.

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