• Help me get to know you and prepare for our time together with this CONFIDENTIAL view of your current financial situation

  • About You

  • Financial Snapshot

  • Income

  • It will be helpful to have a copy of it for our conversation. This is a good time to review and update to your latest version.

  • Savings

  • It will be helpful for you to have a summary of the current value for these different accounts for our conversation. This is a good time to locate your latest account statements.

  • Consumer Debt

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  • Thank you for taking the time to fill out this form. This information will be kept confidential and will only be seen by me. I look forward to assisting you take back control of your finances.

    MacGegor Magruder macgregor@fieldlife.org +60166461985 +12252453030
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