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Our Process


1. Discovery Meeting

A deep dive into all things about you

We take a close look at what makes you tick. Where are you currently at financially? Where do you want to be? What is your relationship with money? What are your dreams? What does financial freedom look like to you? We talk through these questions and more to start crafting your Wealth Plan.

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2. Prioritize Your Goals

Getting into the details

At this meeting, we review your current financial picture and share our recommendations with you. We review in detail the goals we discussed in our discovery meeting.

Contract Review

3. Implementing your Plan

Getting things done

Since your goals are unique to you, we will start tackling items based on your unique goals and priorities. We work as a team to make sure you stay on track to meet your financial goals.

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