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Financial Wellness Check-Up
Examples of topics we cover during our client appointments:
✓ Discovery / Needs Assessment
✓ Personal Values Conversation
✓ Set and Review your Financial Goals
✓ Your Spending Plan
✓ Debt Management
✓ Establishing a proper Emergency Fund
✓ Life Insurance Needs Analysis
✓ Using Tax-Advantaged investments + income streams
✓ Solutions for Financial Independence
✓ Getting to the 0% Tax Bracket for Retirement
Take the next step with RockStar Financial.
Please contact us today to find out how!
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