Not all CFPs do this, and it’s a good example of what makes SoFi’s service so valuable. He asked if there was anything else he needed to know about the data I was providing. I’ve shared the spreadsheet I created below. Palmieri spent the rest of our initial call gathering my financial information, a process that was expedited because I had thoroughly planned for the call. This would let him answer my question with the big picture in mind. I opted for the third option, since I wanted a complete overview of the issue at hand from an outside perspective.
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