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If you have already spoken to one of our advisors, this is the first step to financial effectiveness. Simply fill out this information, save to your computer and get back to your advisor through e-mail, classic mail or in person. This will provide the clay they need to shape solutions that can have lasting impact for your life. The information will remain completely confidential and will be used only for building solutions that will be shared with you by your advisor. We are here to learn about you, and teach you about opportunities. Together we will build a better foundation for a better life.