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Comprehensive Client Discovery Table of Contents Discovery Questions General QuestionsData/Facts 2PRINTClient Information23PRINTExpenses 4PRINTAssets25PRINTRetirement6PRINTLiabilities27PRINTProtection8PRINTIncome28PRINTInvestments15PRINTExpenses29PRINTEstate/Legacy18PRINTEducation30PRINTBusiness22PRINTLife
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