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• Intro Meeting: Henry Hoang, CFP®

  30 minutes

  During this meeting, we will:Learn about your top planning priorities.Share my background and answer your questions.Determine if we are a potential fit for each other.

  During this meeting, we will:

  1. Learn about your top planning priorities.
  2. Share my background and answer your questions.
  3. Determine if we are a potential fit for each other.

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