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Financial Planning Process

Client Centered

The financial planning process includes:

  • First Meeting to:
    • Identify your financial goals
    • Prioritize your financial goals
    • Gather information about your current financial situation
  • Plan Presentation and Information Meetings to:
    • Discuss the plan findings
    • Discuss potential alternatives to meet your goals
    • Implement the agreed upon solutions
  • Periodic Review Meetings After the Plan is implemented to:
    • Identify changes
    • Review progress
    • Make adjustments as needed

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