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Our Services
CUSTOMIZED TO YOUR SPECIFIC VALUES, NEEDS & GOALS
Financial Planning
Based on your needs and preferences, we create a detailed strategy covering some, or all aspects of a financial plan.
Strategic Planning
We assist with a specific financial need and provide a solution for it. When our clients engage in strategic planning with us, we usually continue with more holistic planning at a later point.
Our Process
Phase I: Introductory Call
Phase II: A Detailed Discussion
Phase III: Plan Presentation & Review
Phase IV: Implement the Plan
Phase V: Review
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