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Financial Plan
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This certificate entitles you to the Preparation of a Comprehensive Financial Plan. Meet with John Nowak CFP, CPWA,CPA to discuss your background, goals and objectives. Once a complete picture is obtained, he will prepare and present you with a personalized, comprehensive financial plan. Your plan will identify areas in need of attention as well as provide you with a specific framework to achieve your goals, either on your own or with a trusted professional. Donated by: John Nowak of Moller Financial Services