Get To Know Brio
Interested in Financial Planning and Financial Independence? Schedule a Zoom chat so we can get to know each better. Or meet us in the office overlooking Market Street!
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Last Name
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How did you hear about Brio?
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Were you referred by a Brio client or friend? If so, whom can we thank for this referral?
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Do you have any pets? Tell us about them!
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How do you recharge?
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Would you like to meet on Zoom or in the office?
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Let's meet on Zoom
The office has chocolate. I'll see you at 19 Sutter St., San Francisco, CA 94104
Will anyone join you for this meeting (spouse, partner, etc)? Please add their name and email address here.
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