Financial Health Check: For Existing Clients
45 minutes
In this meeting, we will do a comprehensive Financial Health Check - all you need do is select a convenient date and time & outline how I can assist.
When we finish our meeting, you will be able to:
1) GAIN GREATER CLARITY
2) MAKE SMARTER DECISIONS
I will send you a personalised Digital Fact Finder to fill up prior to our meeting, so we could spend more time during our meeting with analysis rather than data entry. Please bring along your supporting documents if you would like a clearer assessment.
Upon registration, I will confirm your appointment via WhatsApp.
Henry Lee | Hello.HenryLee@outlook.com
DrivenByPurpose, #ChooseMDRT
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