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Meeting Agenda

Welcome!

Please fill out our Meeting Agenda.

Looking forward to meeting with you!

Meeting Agenda

Meeting Agenda

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3 Year Reflection - Three years from now, what would have to happen for you to feel happy or excited about your progress in working with us?

Dangers, Opportunities, and Strengths - What dangers, opportunities, and/or strengths do you think could help or hinder you from meeting your goals?

What are your objectives and goals for this meeting?

ACCELERATED

wealth BUILDING

Since inception, it has been our mission to educate, guide and counsel people toward reaching their full financial potential. Specializing in wealth building, we help
protect your life’s work, grow your wealth, and sustain your legacy.

OUR CORE VALUES

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Always growing
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Batteries Included
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WITWOWWOW

whatever it takes, without whining,
while only winning

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Abundance Mindset
Got Your Back
Always Got Your Back
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Personal Integrity

Take the FINANCIAL FREEDOM Check Up

Discover if you’re on track to achieving financial freedom

TAKE THE CHECK UP
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Please review important Disclosure Information set forth in this website. Check the background of our investment professionals on FINRA’s BrokerCheck. Invst is an independent Registered Investment Advisor headquartered in Indianapolis, IN.

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