Getting to Know You
AR Wealth Management
Here is a snapshot of your
30 mins journey
02
MINS
GETTING TO KNOW YOU
Few details about you
04
MINS
BUILD WEALTH TARGET
How much wealth would be good
10
MINS
AR PROPOSED STRATEGY
How can we help achive your goal
12
MINS
COMPARE STRATEGIES
How do I decide which is better
02
MINS
REPORTING AND MAILING
Mail the hardwork of last 30 mins
I am ready
Lets get to know you
02
MIN
Great ! Let’s start with your name
Done
Nice to meet you
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Done
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and
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Resend
Done
Well Done
Now that we know you better
Let’s Start building your wealth strategy
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