What’s important to you? For many Advisors, that question is an afterthought, if it’s asked at all. For Team Paula, it’s the foundation for our partnership with you. Understanding what’s important to you is the cornerstone to every decision we make going forward. Communication is a two-way street – it is absolutely critical that we know what is going on with you in your life so that we can more effectively manage and work with you to make the right decisions for your financial future.
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