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Money Masters Questionnaire
Step 1 in your Money Masters journey. You'll want to gather your financial information before beginning the process. It should take you no longer than 20 minutes to complete. Upon submission, you'll receive a copy for your records (and our future conversations). Once we receive the completed questionnaire, we will be in touch to set up your FREE 30 minute discussion to address your financial journey. If we jointly agree to move forward, we'll enroll you for a one-time fee of $250, which covers an extensive one-hour consultation, or a one-time fee of $300 which covers the consultation PLUS quarterly phone consultations on your progress. We look forward to our conversation and to becoming your "second opinion"!
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