Get To Know Brio
Interested in Financial Planning and Financial Independence? Schedule a Zoom chat so we can get to know each better.
First Name
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Last Name
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Mobile Phone
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Email
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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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Let's meet on Zoom. If you'd like to meet with us in person at 19 Sutter Street in SF, please call the office upon booking and we'll change the location! Otherwise, this meeting will be held on Zoom and you'll receive the email with the Zoom link in about an hour.
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Let's meet on Zoom
Will anyone join you for this meeting (spouse, partner, etc)? Please add their name and email address here.
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