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Annual Review

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Which of the following personal goals are most important to you (Rank in order of importance 1-6) (Career, Education, Family, Additional Debt.)
I want to make sure that all areas of your financial life are being addressed. Would you please assess your satisfaction in these areas. Level of Satisfaction 1-10 (10 being Best) OR Mark if you need a referral!
CPA/Tax Professional Need?
Financial Planner Need?
Estate & Trust Planner Need?
Insurance Specialist Need?
Attorney Need?
Who do you know that could benefit from our Clients for Life approach to ensure that their mortgage strategy is appropriate for their financial goals? The greatest compliment we receive is the introduction to a valued family member, friend or associate. Thank You!
C2 Financial | SMPL Mortgage | Mortgage Lenders | Pasadena