I would be delighted to have you as a client. It won’t take long to fill out the questionnaire and it helps me get up to speed quickly on your financial situation.
Once your questionnaire is complete, please return it via Facsimile (303.321.1242), or email us. You will be ready for your 45–minute introductory session and we will have the opportunity to meet each other and determine the best way to accomplish your goals.
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