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Our Process

Want to know a little bit more about our process?

Initial Contact

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What are you looking for in a firm?  Looking for a second opinion or someone to do it all? What are your experiences?   Anything keeping you up at night?

In this part of the process, we will ask a few more questions about your situation and make sure we are mutually a good fit.   We will have a few next steps.

Initial Meeting via in Person or Video

We call this our “meet up”.  It’s at this point we flush out some preliminary goals and any additional questions or concerns you might have.  We also want to talk about how you got here and what happened along the way.  We’ll ask for information that provides us a clearer picture.


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This is an assessment of your current situation and additional steps (if any) necessary to achieve your goals.  We discuss realistic action plans and come to an agreement of the next steps.


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We implement the approved recommended changes and lay out actionable steps for you.  We coordinate with other professionals such as lawyers and CPA’s to make sure everything is working in alignment. 


Behind the scenes, we are ensuring you’re in the best situation possible to achieve your goals.  Financial planning isn’t a snapshot in time and life happens.  You’ll have someone to talk to who understands your whole financial picture, its weakest links, and how a changing economy and markets might affect it.

Independent and objective advice and guidance to get you where you want to go.  Want to discuss?  Give us a call at 1 (888) 888-0967.  

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