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How We Do It
Holistic Planning.
Our process begins with you, the client. It starts with a complimentary consultation so we can get to know each other and determine if we are a good fit to work together. If we choose to move forward, we apply our core principles to your circumstances and determine the course of action best suited for meeting your financial objectives.
Free Consultation
In this “getting to know you” meeting, we aim to understand your concerns and goals.
Our Holistic Financial Planning includes the following steps:
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