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Creating Holistic Wealth

AS A LICENSED FINANCIAL COACH Lenise Rose takes you through an in-depth financial needs assessment that identifies the state of your current financial wellness. This assessment includes a thorough review of your assets, debt, cash flow, credit, taxes, income and insurance protection and retirement preparation.  Fully integrated into this process is a review of your financial goals, aspirations, perceptions, and vision for creating and/or maintaining wealth.





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