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Our Financial Planning Process

We rely on a disciplined three-step process

Step 1. We conduct a holistic review of your current estate, investment and business owner situation (if applicable) and analyze the components of your finances. Based on this information, we develop a comprehensive financial model of your current situation, including cash flow, tax reduction strategies and estate distribution projections. Clear goals are set.

Step 2. From an in-depth analysis, we identify the gaps between your current financial planning and your objectives and risk tolerance. We then offer alternative strategies and identify solutions that help fit your situation. These customized recommendations form the basis of your financial plan.

Step 3. The final step of our process is implementation. If you choose to execute your financial plan, we help ensure each component is coordinated and integrated. We are committed to keeping your financial plan current by offering updated renewal services.

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