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A Gift That Lasts
Important Details
What: A financial plan
Discounted Rate: $500
($1,500 - $2,000 is our standard rate)
How does it work?
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Fill out the form on this page.
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Once submitted, we'll send you a gift card you can print and give to your loved one.
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We will then reach out to them in the new year with a phone call and/or email to schedule their first meeting.
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Payment will be due in full upon delivery of the plan.
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