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Service Description

Choose your financial priority and get working with Bulldog Financial Planning. During the first session, we define the scope of the work to be done and fact gather. Patrick will use the information you provide to develop recommendations and the financial plan. We will have about two - three 1 hour meetings during the process. 1) Intro, Defining Scope of the Engagement, Data Gathering 2) Reviewing the First Thoughts 3) Going over the Financial Plan and Answering Questions