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Planning Starts Here
Thank you for taking the first step toward building a financial plan for your future. The next several screens will ask you investment-related questions and at the end you'll be given a free assessment of your investment risk tolerance. This is our gift to you, our prospective client - our hope is that it will spark a conversation with our team about what kind of investor you are and how that impacts your investment strategies for today and for the future.
Thank you for your time and consideration!
Divergent Private Wealth Advisors