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What Happens Next?

  • 1. We'll review your information and financial goals within 1-2 business days
  • 2. Our team will contact you to schedule your initial consultation at a convenient time
  • 3. During your first session, we'll discuss your situation and develop a personalized planning approach

We typically respond to consultation requests within 24 hours during business days.

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Need immediate assistance with your financial planning questions?

Call us at +1-755-915-894 Email us at contact@dramyrosenix.com