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🎯 Sections
<aside> 💁🏽 This section covers questions about your personal contact information, children and dependents, health and employment and estate planning and retirement details. The more detailed information you provide your Financial Planner, the more effective we can be in assisting your to meet your financial goals. Please enter as much detail as possible to the best of your ability and note down any sections you may need assistance completing and we will be happy to help.
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<aside> 💁🏽 This section records all your investments and other assets as well as any loans you may have. The result determines your current net wealth.
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