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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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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 / /