Your Vitals
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Your Income
Your Cash Flow
Investments
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Welcome to Facet Wealth!
This quick vitals check provides me with valuable information before our next meeting and will help me develop a solid foundation on which we can build your plan. The following three screens will collect details on what money you have coming in each month, where you spend your money, and how you have saved and invested your money so far. Ready to get started?
To begin, what email address would you like me to use?