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Statement & Data Checklist

The first step in building your Wealth & Legacy Strategy

 

1. This need not be exhaustive

Over the years we collect all types of financial artifacts.  Let's begin gathering, sorting, and analyzing them, expecting that at first you may have difficulty organizing everything.

2. Consider this a starting point

We expect there to be some missing pieces, allow us to assist you in this process, beginning here will make the most of our first meeting.

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