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On September 27, 2022 By Dave Faulkner

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Getting Started

MyWealth Records Process
STEP 1 - Discovery
> Wealth Profile
STEP 2 - Advisors
> Meeting Notes
> Advisor Contacts
> Analysis & Planning
STEP 3 - Document
> Financial Management
> Risk Management
> Investment Management
> Retirement Planning
> Tax Planning
> Estate Planning
STEP 4 - Corporate
> Corporate Governance
> Corporate Taxation
> Corporate Financials
> Corporate Insurance
> Corporate Benefits

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