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Effective URL: https://calendly.com/kyle-125?inf_contact_key=e561f71148bcae1b4eba0e343971cbc6
Submission: On June 17 via manual from US
Effective URL: https://calendly.com/kyle-125?inf_contact_key=e561f71148bcae1b4eba0e343971cbc6
Submission: On June 17 via manual from US
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powered by Calendly KYLE HAMMERSCHMIDT Welcome to my scheduling page. Please follow the instructions to add an event to my calendar. Implementation (3rd Visit) Virtual During this 3rd visit, we now have determined to implement your custom Retire Ready Blueprint! Our time will be spent primarily on which of the Blueprint recommenda… BLUEPRINT DELIVERY (2nd Visit) Virtual We are looking forward to going over your MoKan Blueprint. During this next step in the process, we will be reviewing your personalized executive summary, along wit… New Client Experience Virtual (4th Visit) Review of all new accounts opened and funded MoKan Client Review (ZOOM) Established accounts and plan review. Discovery Right Fit Virtual (1st Visit) The Discovery visit uncovers your current situation, goals, recaps the Retire Ready Blueprint, and determines if a mutually fit exists to take the next step. Blueprint Right Fit Call * 20 minute phone call to uncover more about your current situation and planning concerns * Gain a better understanding of how I help pre-retirees and retirees buil… Talk to Kyle MoKan Client Review Established accounts and plan review. New Client Experience (4th Visit) Review of all new accounts opened and funded Discovery Right Fit (1st Visit) The Discovery visit uncovers your current situation, goals, recaps The MoKan Blueprint, and determines if a mutually fit exists to take the next step. BLUEPRINT DELIVERY (2nd Visit) We are looking forward to going over your MoKan Blueprint. During this next step in the process, we will be reviewing your personalized executive summary, along wit… Implementation (3rd Visit) During this 3rd visit, we now have determined to implement your custom Retire Ready Bucket Plan! Our time will be spent primarily on Retire Ready Bucket Plan detail… We use cookies in the delivery of our services. To learn about the cookies we use and information about your preferences and opt-out choices, please click here. By using our platform you agree to our use of cookies. Agree & Proceed