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Our Process

Our approach to financial planning is personal. We start with a candid discussion about your concerns, risk tolerances, goals and dreams. We want to understand what you hope to accomplish now and in each stage of your life.

Once we have a solid understanding of your concerns and objectives, we carefully research options that could help you reach your goals within your timeline. After designating selections that fit your goals, we sit down together to discuss our recommendations. We invite you to ask as many questions as you can—our role is to ensure you understand what we recommend and why.

After discussing the recommendations together, we create a flexible financial plan designed to adapt to the changes you encounter in life. We provide ways for you to track your progress, and we carefully monitor your plan. As needed, we make adjustments to ensure that you stay on the path for financial independence.

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