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Early Client Decision Making Style 3 – Welcome Letter (OCF.8)

Welcome Letter Template
…I am enclosing with this letter the following worksheets in advance of your appointment:

1.Basic Client Information Worksheet,
2.Vital Information Client Checklist,
3.Health Information Worksheet,
4.Income and Asset Information Worksheet, and
5.Household Expenses Worksheet.
These worksheets and supporting documentation do not need to be returned to our office prior to your scheduled appointment unless you wish to do so…

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