At ClearVue Strategies, preparation creates clarity. To help you make
the most of our time together, I’ve created two simple tools you can use
before your session:
A downloadable Excel worksheet to capture your financial details.
A short online questionnaire to share your goals, challenges, and
priorities.
Together, these tools give us a strong starting point for creating your
personalized financial roadmap.
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Download the Worksheet:
👉 Click below to download your worksheet:
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Complete the Questionnaire:
👉 Click below to complete the intake form online:
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Instructions for Clients:
Download and fill out the Excel worksheet.
Complete the Jotform questionnaire online.
Send your completed worksheet to paul@clearvuestrategies.net before
our session.
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Disclaimer – These tools are provided for educational and planning purposes only.
They are not a substitute for professional tax, legal, or financial
advice specific to your situation.