GA Investment Group
Code or Email
Financial Planning Meeting
1 hour 30 minutes
Our first meeting take approx. 90 min. we will cover the following with you:
Financial Goals + Objectives
Highlight potential challenges
Where is the money going? (Cash Flow)
How much is your money worth? (Net Worth)
How much of your money is at risk? (Insurance Analysis)
How is your money growing? (Investment Analysis)
Once all of your concerns and questions are captured we will set a second meeting to deliver your financial plan and our recommendations. (100% refundable)
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