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Our Process 

Financial planning is a very subjective business. No firm does it the same way and no plan is the same for any one client. Very often the plans we create must change and adapt to unforeseen problems or events that occur in our clients lives and in the world. Our mission is to make sure that you have an individualized plan that is tailored to your needs and goals. In being data driven and results focused, we run 10s of scenarios to optimize your plan from a distribution and tax efficiency perspective. Knowing that the world & our client’s lives are ever changing, what we have done is create a system so that we can control as much of the planning process as possible.

Working with you through these six steps, collectively known as the comprehensive financial planning process, our main objective is to bridge the gap between your present financial status and your future financial goals. I will hold meetings with you annually or quarterly as needed as part of our monitoring and revision work.

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