Sample Plan (Full Plan - all modules) - Ativa
Any assumptions I make will be both reasonable and realistic, and they will be disclosed to you in writing in the financial plan. Having reviewed your financial situation, I will prepare a written financial plan for you to review. When discussing ... financial circumstances change (e.g., as a result of marriage, birth of a child, inheritance ...
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Sample Plan (Full Plan - all modules) - ativa.com
www.ativa.comPrepared For: Prepared By: Date Prepared: John & Sarah Hanson Anne Expert CFP, CLU Financial Advisor Sample Plan (Full Plan - all modules) June 1, 2012
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