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Premium Members: After creating your financial plan with your advisor, use this feature to schedule additional meetings.

      Please select:

  • 1 hr 30 mins for your initial financial planning meeting;

  • 30 mins if you have a plan update or a complex question. Please also provide as much detail as possible about the issue in the box;

  • 15 minutes for quicker questions, and also provide details about the issue;

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