Portfolio Builder

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  • Preferred optionOne-time payment ($1000.00)
  • Preferred optionSplit Pay ($334 Down & $334/mo)

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Financial Coaching is not investment advice, financial planning, money management, or a guarantee of results. Rather, coaching seeks to empower the client through education and skill building so that the client is better able to make his/her financial choices and execute them as desired.
Coaching is done on a fee only basis and does not include commissions or other remuneration from any brokerage or financial services firm. The client expressly agrees that he/she is participating in coaching as a purely voluntary activity, and that he/she assumes all investment and financial risks potential in this activity. Refunds are offered in the first 7 days only upon turning in completed prework.
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