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Data Gathering

Initial set of meetings for data gathering and setting client goals.

1 hOnline Meeting

Service Description

Schedule a data gathering meeting with the planner to start the journey towards achieving your financial goals. This exclusive meeting is open to clients only and will walk you through entering data in the financial planning software, as well as gather your financial and non-financial goals.

Cancellation Policy

Please book your meeting a day in advance.

Contact Details

+15105525098

contact@encoverpersonalfinance.com

Encover Personal Finance LLC, 34291 Eucalyptus Terrace, Fremont, CA, USA

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