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Steps to Get Started

Building a relationship on mutual trust, respect, and understanding is essential to a long-term partnership

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1) DISCOVERY MEETING
Schedule an introductory call to discuss and explore your specific financial needs.
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2) MAKE FIT CALL
Discuss whether there is a good fit and if we feel comfortable moving forward.
Steps to Get Started
3) FACT FINDING
Begin gathering info using a variety of tools to create a plan unique to you.
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4) DEVELOP YOUR PLAN
Applying our 3P Approach©, we create a custom financial plan based upon your needs.
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5) IMPLEMENTATION
After running through different scenarios, we implement your personalized plan.
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6) ON-GOING REVIEW
Routinely review our efforts and make adjustments as your life unfolds.

Schedule an introductory call

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