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If you choose a Financial planning or strategy package, we will hold an initial 30-minute consultation to define your exact requirements. Some examples of types of these requirements are listed below:

1. A fully developed 3-year financial plan/budget.

2. A documented financial strategy.

3. A documented business strategy.

4. A documented Finance and Accounting systems/process design.

5. A basic investor pitch deck.

Financial Planning or Strategy Package with Thomas

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