Step Down Sheet for Presentation Folder

Nine pages of Step Down Sheet presentation folder template for Pursuit Wealth Planning, an independent advisor affiliated with Kestra Financial, a team of enthusiastic women who put clients’ needs first. We were doing and believing in the process of creating a complete plan tailored to each client’s fundamental needs, desires, and wishes. Providing clients and prospects with the same warmth and hospitality clients would be treated with when visiting an old friend, all results in approachable advice without the stigmas associated with the financial service offices of the past.

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