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WHAT TO EXPECT DURING YOUR APPOINTMENT
Discuss your financial & lifestyle goals.
Learn financial literacy concepts and strategies.
Learn about different types of financial account options.
Learn to navigate tax obligations.
Complete a comprehensive financial needs analysis.
Put a financial plan in place to start your path to financial independence.
Please make sure to have the Zoom app downloaded ahead of your appointment. You will receive the Zoom Meeting information within 1 hour of your appointment pending you have confirmed your attendance on the day of the appointment.Â
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