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P1. Know more about " Financial Life Planning
P2. Start your "Financial Life Planning" Journey
P3. Initial Consultation (You have a question regarding your finances)
P4. Review Metting (for existing clients)
T1. Tax Consultation Meeting (Schedule a meeting to go over your taxes)
T2. Capital Gains Tax Consultation Meeting (Tax planning for sale of house or other assets)
Referred by a relative Friend Client
Others