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Financial Plan Access Coming Soon

A plan not only defines the end game but maps out the steps to get us there.


In the first step of creating a plan together, we talk mostly about your big-picture goals during an initial, complimentary review of your overall financial position to determine how we might help and what we would charge for the financial planning component.


If we decide we're a good fit, the next step is to collect all of the necessary documents and enter the data into the software.


In a follow-up meeting we review a draft of the lifetime projections, your balance sheet, income statements, and cash flow statements to ensure our entry and assumptions are accurate.


Our final meeting during the planning phase involves delivery of final recommendations along with a deep dive into the tax implications, investment expenses, rationale and risks.