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PLAN to SUCCEED

Module 1: Net Worth

Download Plan To SUCCEED

View Workbook
  • Watch Video
  • First Steps to Take
  • Document Debts vs Assets
  • Complete Your Net Worth Statement (exercise form in Workbook)
  • Get a Clear Picture of Where You Are Now
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Veteran Investment Planning is a service of Rockport Wealth, LLC, a fee-based Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission and offering a full range of professional services. The scope of any financial planning and/or consulting services to be provided depends upon the needs of the client and the terms of the engagement.  Please see our CRS & ADV Disclosure Document for more information about our business.

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