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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:


Introduction Phone Call


Next, well will connect over a brief phone call to discuss your values, help refine your goals and set expectations of our services.

As we further develop your profile, we will answer any questions you may have about our firm and determine if we can add value to your situation.


Step 3:


Creating Your Financial Care Plan


Now it's time to bring your financial plan to life!

To make this happen, we will need to organize your financial information in order to provide meaningful and effective results. To ensure we get the details right, we will need your cooperation in gathering all the relevant financial information related to your goals.


Step 4:


Providing Results and Recommendations


At this point, we will present your plan results and offer recommendations for moving forward.  

We will stress-test your plan to see if it is strong enough to handle even the worst case scenarios.  And we will work together to increase your confidence levels by making sure your finances are working in harmony.

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