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Tropical Leaves

Start

Growing Your Wealth Today

1

20 Min Introductory Call

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  • Schedule a 20 minute call through Calendly and share what you're looking to accomplish with an advisor.

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2

Questionnaire

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

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3

Introductory Meeting

  • Create an action plan

  • Review Investments

  • Advice based on your financial journey

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  • 3 ways to meet:

    • In person Roseville Office

    • Call

    • Web Video Call

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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