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Data (status (內部環境) (age, job :star:, hobby, citizen, how long in Canada?…
Data
status
(內部環境)
age
job :star:
hobby
citizen
how long in Canada?
personality :star:
impact of past story
Financial
Assets
car/ house/
investment
insurance :star:
cash flow :star:
Business?
cooperation / Referals
Family
(外部環境 )
who ?
where?
impact to decision maker ? :star:
Friends :star:
impact / who
Goals
plan to have what? :star:
when?
where?
how?
why ?
Any problem to make it come true? :star: