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How Our Planning Process Works


 
 

Step 1:

 

Developing Your Planning Profile

 

Once you gain access to your secure planning portal, you can begin planning right away. Start by setting your goals and expectations while also addressing concerns.

 

Step 2:

  

Creating Your Financial Care Plan

 

Next, we will work together to bring your plan to life by understanding your needs and objectives. This is also where we organize your financial information in order to provide meaningful results.

 

Step 3:

  

Providing Results and Recommendations

 

At this point, we will present your plan results. This includes stress-testing it against worst-case scenarios and providing recommendations for areas that could improve.

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