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Investment Consultation Request – Social Media

Creating your real estate investing plan and putting together your team can be a daunting task. That’s why we offer a free investment strategy consultation to investors in Denver and Colorado Springs. Here are the three steps involved in this process:

#1: Discovery Call

This is a short exploratory phone call so we can get to know you and talk about your goals.  We want to learn about your investing situation and discuss how we may be able to work together.

#2: Strategy Preparation

This is your homework before the investment strategy consultation. It typically involves answering a few questions about your finances and goals and reviewing educational material. This prep work leads to a productive investment strategy consultation. 

#3: Investment Strategy Consultation

You and the team will sit down to discuss your goals, answer your questions, and clarify your long-term investing strategy. You’ll walk away with a clear action plan.

Read about the other steps in our Investing Roadmap Process.

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Envision Advisors at Your Castle Real Estate · 2755 S. Locust St #243, Denver CO 80222

Return on Investment Quadrant™, True Cash Flow™ and Nomad™ are trademarks of Real Estate Financial Planner LLC and used with permission.

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Disclaimer:This information is designed to provide accurate and authoritative information with regard to the subject matter covered. It is offered with the understanding that the presenters are not engaged in rendering legal, accounting, or other professional services. If legal advice or other expert advice is required, the services of a competent professional should be sought.

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