Wealthy and Wise | Client Data Page

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The first step in preparing a Wealthy and Wise presentation is to enter your client’s case data on the Client Data Page shown below. This data is only entered once and applies to all the scenarios related to a particular client’s case. (This screen automatically appears whenever you create a new Workbook. Once you create it, you can always return to edit the data further by clicking on the smiley face on the main tool bar.)

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