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Process

Six Easy Steps to Get Where You Want to Go

Pursuing your financial goals for retirement doesn’t just happen, it requires preparation. I will work with you to:

  1. Identify and establish financial goals, objectives and risk tolerance.

  2. Collect and assess all relevant financial data.

  3. Process and analyze the information.

  4. Present and explain your personal financial program.

  5. Implement the strategy.

  6. Continually monitor and revise your plan as needed.


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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