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Financial Wellness 360 Advisor Connection Financial advisor and presenter: Galen J. Harms CFP, CPFA, CFC, CTC Fortune Financial 9529082520 gh@fortunefin.comSee back cover for more informationSocial
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Patrick Olson CFP refers to a financial planning tool or document associated with an individual named Patrick Olson, who is a Certified Financial Planner.
Individuals seeking financial planning advice or services may be required to engage with a CFP like Patrick Olson; however, specific filing requirements vary based on individual financial situations.
Filling out a CFP document typically involves gathering personal financial information, defining goals, and consulting with a CFP professional for guidance.
The purpose of Patrick Olson CFP is to provide structured financial planning services that help clients achieve their financial goals.
Individuals must report personal financial details such as income, expenses, debts, assets, and financial goals.
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