Strategy Session - Package
$400.00
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This is an information session. Nothing contained in this session is, is meant to be, nor should be construed as financial advice. Session Details: Personal Portfolio Assessment (and business, if applicable*); Identification of gaps/weakness in your portfolio (and business, if applicable); Action Steps to Achieve Goals Two follow up sessions to re-assess and adjust action steps as needed. One (1), one hour session per month for three months Duration: Three Months
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