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Fee-Based Planning

What You Can Expect From Our Planning Process:

Goal Setting

Step 1:

We will work to get to know you, your current lifestyle and the goals you’d like to achieve. By setting clear goals for the road ahead, we can create clarity and transparency surrounding your financial concerns.

Data Gathering

Step 2:

Organizing the appropriate documents surrounding your finances is crucial in developing a strategy that meets your interests. We’ll ask that you either upload your paperwork digitally, or meet with us to streamline the process.

Create a Plan

Step 3:

Through a well-developed and researched financial plan, we can help guide you on the path to achieving your goals. We offer alternative solutions and recommendations to help you think outside of the box.

Review & Adjust

Step 4:

Over time, we’ll monitor and adjust your plan based on transitional moments in your life. With an ongoing, personal relationship, we hope to be there for every altering moment and will vary the solutions offered, based on your circumstances.

Ready to Get Started?

If you’d like to get started, please take a few minutes to share with us what is most important to you and what you would like to achieve. You will receive a copy of your completed Goals and Values report via email, and we will reach out to schedule a complimentary consultation in which we’ll get to know you better and discuss how we can help.


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