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Financial Planning - 1st Meeting
As part of my contract, i get a free initial session with a financial planner. I would assume it goes for about an hour.
I really want to make the most of this session, so would like to know from people's experiences as to what normally is covered in a first session with a financial planner.
....and the things I should ask or enquire about to make the most of this session.
Thanks,.
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