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Before your session
Start your path to financial freedom with a detailed financial plan for $0
In one hour you’ll walk away with a written plan you created with your financial advisor.
Book your free portfolio planning session
Before you book, you might be wondering ...
How much does it cost to create a plan and work with you?
What actually happens at this session?
Are these sessions online or face-to-face?
How long is the session?
Does my partner need to be there (even if I make all the financial decisions)?
Will you share my financial details with others?
Just to confirm – this is free, right?