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Ken's Clients | Britta's Clients | |
| Planning Meeting | For retainer clients, schedule regular planning meetings | |
| Set a time to speak with your advisor outside of your regular meetings | 30-MINUTE REMOTE MEETING |
| | |
Ken's Clients | Britta's Clients | |
| Planning Meeting | For retainer clients, schedule regular planning meetings | |
| Set a time to speak with your advisor outside of your regular meetings | 30-MINUTE REMOTE MEETING |