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Starting Financial Planning 2: Data Collections Process by Taresh Bhatia (AdvantageFP)
Welcome to the second stage of starting your financial planning. Once you have signed up and paid our fees, You are provided with the necessary steps. This video explains these steps to enable you to know the whole process, simplified.Here, we give you full demo on how to fill up the excel sheet for giving your personal financial details. The video is a step-by-step process to explain how to put in your information. Advantage Starting Planning Process Demo Video-2