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Financial Planning

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How It Works

How It Works

3-Step Financial Planning Process


Introduction Call

The introduction call ensures our compatibility in working together to achieve your goals. We'll discuss your planning needs, what you're looking for in a planner, and how the firm operates. The call typically lasts around 15 minutes.

If we decide to work together, you will be given a list of specific documents to provide before the planning meeting.


Planning Meeting

During the planning meeting, we examine your current situation and engage in a conversation about your envisioned future. Additionally, we will reflect on the past to analyze your decision-making process, identify the choices that were made, and assess how those actions might impact your future planning requirements.


Plan Presentation

The plan presentation is the moment where we will discuss the proposed action items. With these action items, we'll review how to effectively carry out your plan. We will also discuss the rationale behind selecting those specific action items and address any inquiries or concerns you might have.

Focus Areas
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Focus Areas

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