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The My Vision of Life Web site (MVOL) is for clients.

They can complete the Values Exercise, and create and quantify their vision of life. They can indicate their financial starting point such as the number of rental properties and retirement plans they have. 

The site will save you time in the first step of the planning process. Clients “wants” in life are their area of expertize. Your area is helping them discover how they can achieve those wants through prudent lifestyle decisions and the application of sound financial-planning tactics.


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