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LET'S GET STARTED

THE FACT THAT YOU'VE LANDED HERE TELLS ME YOU HAVE QUESTIONS.

I HOPE I CAN HELP PROVIDE YOU WITH RIGHT ANSWERS.

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FINANCIAL AUDIT

This is a one-time engagement for the professional looking to give their financial plan a boost. 

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Step 1: Financial Inventory

You will complete a questionnaire to help us get on the same page with where you are financially. 

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Step 2: Review your Situation

This is the step where we review the details. 

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Step 3: Financial Audit and Debrief

I will deliver the Financial Audit recommendations that contain ratings in 7 personal finance areas. We will have a debrief and 1-to-1 session to discuss this and next steps.   

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1-TO-1 FINANCIAL ENGAGEMENT

Yes, this is it! Where you hire me to be your Financial Advisor. I vow to always work in your best interest and to help you make the best financial decisions for your life. 

We enter into an on-going relationship with the benefit of you always having access to someone who knows your situation and can be there for you during life's twists and turns. 

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SPEAKING OR COLLABORATION?

If you are interested in working with me because you think I can bring a unique perspective to your brand or audience, please send all media or collaboration inquiries to management@jacquelineplans.