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Tropical Leaves

Start

Grow Your Wealth Today

1

20 Min Introductory Call

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  • Schedule 20 minute call through Calendly.

  • Share what you're looking to accomplish.

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2

Questionnaire

  • Complete our Questionnaire, the backbone to the financial planning process. 

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3

Introductory Meeting

  1. Review Accounts

  2. Create Action Plan

  3. Advice based on your financial journey

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  • 3 ways to meet:

    • Roseville Office

    • Phone Call

    • Zoom Video Call

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When getting to know an advisor, ask yourself three questions:
Is this person knowledgeable?
Can I trust them?
Do they care about me?

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