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Financial Objectives Survey - Getting Started with Tim Haas, CFP®

Basic Contact Information

1. I'm delighted that you were referred to me and I'm looking forward to learning more about you and sharing how I can best be of service.

These survey questions serve two purposes:
  1. They  gather the information I need to help you, as quickly as possible.
  2. Indirectly, they share a bit about my practice.
Let's begin....

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