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Desires a close working relationship with us
and willing to delegate. |
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Makes friends easily and willing to share of themselves,
expecting the same in return.
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Has some lead time before their plan is needed.
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Believes in our comprehensive financial planning approach
and willing to follow our proven process.
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Willing to expediently implement the plan
once completed.
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Connected and using the internet.
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Net worth of $1M or greater comprised primarily of investment
assets, 401k, 403b, 457, IRAs, rental properties, etc.
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