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Available Online

Strategy and Implementation Session

Call to discuss results of Liability Review and determine next steps

  • 45 minutes
  • Zoom Video call or Phone Call

Service Description

If we've let you know we're ready to discuss the results please schedule here or send us a link to your calendar. When we connect we'll discuss any recommendations to ensure they complement and support your overall strategy for the clients. ​If we have no recommendations, we'll provide a review form showing what we reviewed that can be shared with the clients. ​If there are recommendations for the future, we'll collaborate with you to develop a plan to keep the clients informed and on track. This will include whether or not you want us to correspond with the client or if you would prefer to be the main point of contact.

Cancellation Policy

To cancel or reschedule please contact us directly if it's within 4 hours of your originally scheduled time at 303-881-7271 (call or text Angela) or

Contact Details


Home Branch located in Ohio. Angela is located in Colorado. Denver, Colorado, USA

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