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Personal Finance Meeting Preparation
Let’s find a time that works.
Booking your session is a two-step process. Complete both steps and Jeff will be fully prepared to make your meeting as valuable as possible.
1
Set the meeting time
Pick a date & time below
2
Complete the form
Finance Review Data Form →
Step 2
Booked your time? Great — now complete the Finance Review Data Form.
The more detail you provide, the more valuable your meeting will be.
Complete the Form →