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Discovery Meetings and General Consultations
No Cost, No Obligation Discovery Meeting
30 minutes
Investment Analysis Services
Portfolio Analysis <$25k investments
1 hour
Portfolio Analysis > 25k current investments
1 hour
Portfolio Analysis >$250k current investments
1 hour
Consultation >$500k Investable Assets
1 hour
Workshops, Home Buyers, and Advisor Audits
Investment Basics Workshop
2 hours
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