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When must I turn in my Financial Planning Engagement and deposit in order to receive the 1st Year Urgency Incentive discount?

April 26, 2017deposit engagement Financial Planning turn urgency year

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When must I turn in my Financial Planning Engagement and deposit in order to receive the 1st Year Urgency Incentive discount?

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The 1st Year Urgency Incentive applies when First Year Client has made a decision to move forward with financial planning within a week of their Discovery Interview (see above FAQ for more information on the 1st Year Urgency Incentive). After notifying us of their decision, we allow an additional week to receive, in our office, the signed Financial Planning Engagement and deposit.