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It Starts with You
Our process begins with getting to know you and your goals. Tell us what's important to you and your family, and we'll work with you to develop a plan that suits your needs. In the future, as your life changes, we'll adjust your plan so it better aligns with your new goals. We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only provide financial security throughout your life, but it can also reduce the damage an unforeseen accident, disability, critical illness, or other sudden losses of income that can completely de rail your retirement. |
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1. Introductory Meeting
In our first meeting, we will ANALYZE your financial situation. We identify your goals, priorities, preferences, and any obstacles you may have. We also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit. |
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2. Exploration & Preliminary Planning
After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we'll INDENTIFY what shields are missing in your portfolio. The more open and transparent this phase is, the more detailed our plan will be. |
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3. Detailed Planning
Now that we have a foundation, we CUSTOMIZE an easy-to-follow roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain reasonable returns via a safe, solid, tax-efficient portfolio. |
