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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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