Request a time to talk
Your first simple step is to schedule a time to talk. During this Complimentary Meeting…
- We will discuss your situation and the key questions and concerns you may have about your money and financial future.
- You will discover some of the dangers, mistakes and missed opportunities you may be exposed to and some of the simple steps you can take to help protect yourself.
- You will leave the meeting with a clearer picture of which items should be taken care of right away and which items can be tackled at a later date.
My Promise: There will be NOTHING for you to buy during our time together.
That’s right. You will walk away with greater clarity about the next step for you. The only decision we will both make is whether there is any reason to meet again.
Jim Uren, CFP®
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