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Data Gathering
Initial set of meetings for data gathering and setting client goals.
- 1 hr1 hour
- Online Meeting
Service Description
This meeting is open to clients only. We will walk-through entering data in the financial planning software and record client's financial and non-financial goals.
Cancellation Policy
Please contact a day in advance for any cancellations or rescheduling.
Contact Details
+1 5109994663
contact@encoverpersonalfinance.com
Encover Personal Finance LLC, Eucalyptus Terrace, Fremont, CA, USA
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