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Meeting 1: Understanding Your Goals

We get to know your investment personality, priorities, goals, and ambitions. Understanding your goals is the first and most critical part of our partnership. We also want to understand your concerns and unique needs so we can create the best plan for you.

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Meeting 1: Understanding Your Goals

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Analyze and Organize

After we get to know you, we carefully analyze your financial situation. We assess where you are on the path to wealth and outline strategies and opportunities to reach your goals.

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Analyze and Organize

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Meeting 2: Reviewing Your Plan

Now that we have started to get to know you and your financial situation, we can present you a plan to help you meet your goals. We will sit down with you and review your strategic financial plan in great detail. This gives us an opportunity to work together to make a plan you are comfortable with and can succeed in executing.

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Meeting 2: Reviewing Your Plan

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Implementing Your Plan

We help you put your plan to work, providing as much support as you’d like. We offer three service levels to our clients in order to make sure you have exactly the help you need. We will guide you on your journey to reaching your financial goals, every step of the way. We will provide you with strategies and tips as well as answering any questions you have and providing tactical support for the day to day.

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Implementing Your Plan

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Monitoring Your Progress

If you have chosen either of our Ongoing Planning or Ongoing Planning & Transaction Processing plans, after you have had a chance to live with your plan, we will meet to assess how you are doing and how the plan is working in conjunction with your everyday life. We will discuss any milestones, life events, or setbacks you may have encountered and adjust your plan accordingly.

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Monitoring Your Progress

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