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Financial Check-up


iStock_000004286668MediumWelcome back!

To get started on a Financial Check-Up:


Abby will provide:

  • Confirmation of your current goals and your objectives for the engagement
  • A fee estimate
  • An electronic Client Service Agreement
  • A secure link for uploading account statements

As you know, financial planning is an ongoing process, not a one-time event.  Your personal situation changes over time, and so do the economy, tax laws and other external factors.  Checking progress towards goals and getting advice on the decisions you need to make today helps you stay on track.  Congratulations on being smart about your finances and your future!

303-929-5387 •
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