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Financial Planning Process

The financial planning process includes:

Client Centered

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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