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The Process

This four-step process is streamlined and tailored specifically to your needs as we work together to work towards your financial goals. Hover over the four steps to learn more.

1

Consultation

This is an opportunity for us to get to know you and you to know us. We can hear your concerns & explain our process so you are comfortable moving forward. This session is no cost and typically takes about an hour.

2

Groundwork

Once you decide to hire us we will get to work building your personal plan. This phase is the most time-consuming but also where the biggest impact can often be made. Clients tend to enjoy this phase the most because it exposes simple adjustments that can be made and often have a tremendous long-term impact.

3

Implementation

By this time, the plan is built. Now, we just need to put all the pieces in place. We will work with you to implement all aspects of your new plan. This includes maximizing your emergency fund, debt reduction strategy, setting up all of your investment accounts, and making sure you stay on track.

4

Maintenance

Life changes and so your financial plan should be able to change accordingly. At this point, we should be meeting regularly to make sure we accommodate life as it happens.

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FAQs

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FAQs

Testimonials

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