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What specific areas in your financial life, are you looking for help?
How did you hear about me?
I am married
I have children
I am recently divorced/widowed
I am currently work with a Financial Advisor
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Will my money last through retirement?
Do I need long-term care insurance?
What are my retirement investment options?
What should I do with my employer retirement plan?
Since I am retiring soon, what do I need to do now?
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How do I keep my records safe and organized?
How do I do a better job budgeting? How do I reduce my debt?
How do I teach my kids about money?
How do I establish a financial strategy?
How do I have financial discussions with family?
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