Our Philosophy & Process

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    DISCOVERY MEETING

    Learn your unique story through a rich and enjoyable conversation

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    SECOND OPINION MEETING

    Complimentary second opinion on your situation

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    MUTUAL COMMITMENT MEETING

    Confirmation of our commitment to work together

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    ORGANIZATION MEETING

    Organization of paperwork and personal financial website

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    REGULAR PROGRESS MEETINGS

    Review of progress and continued implementation of your planning strategies

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    SCENARIO PLANNING & ANALYSIS

    During your discovery & second opinion meetings, you will be given an introduction to our planning philosophies, a diagnostic of your current situation, and potential strategies for your investments.

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    ONGOING PLANNING

    During your mutual commitment, organization, and regular progress meetings you will be given a comprehensive evaluation of the entire range of your financial needs with our recommendations for moving forward.

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    OUR PROFESSIONAL NETWORK

    Team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas

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    PROFESSIONAL NETWORK MEETINGS

    Our team of specialists applies its expertise to evaluate all aspects of your financial situation and devise appropriate solutions