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Action Plan Prepared For: John Smith Your LearnVest Planner: Christopher Pimpo, CFP®, ChFC® Call on: February 15, 2015 This analysis is based on information from your online financial profile, our call on Feb 1, 2015,
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Document Date: 2015-03-26 13:02:46
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File Size: 990,73 KB
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Company
ACS /
Sallie Mae /
/
Currency
USD /
/
IndustryTerm
monthly car payment /
online financial profile /
car loan /
bank account /
/
NaturalFeature
Great Lakes /
/
Organization
Your Emergency Fund /
Emergency Fund /
Plan Emergency Fund An Emergency Fund /
/
Person
Christopher Pimpo /
John Smith /
/
Position
Planner /
tackle /
/