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Brant
Hi there! My name is Joel and I am the Lead Consultant for my practice. Nice to virtually meet you! Our financial planning process is very simple. We will spend the first meeting getting to know one another. I will ask you some questions around your financial situation, but also your goals and more importantly your concerns. I will ask a lot of questions not just about income and investments, but all aspects of your life to make sure I get the best picture possible.
