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What to Expect in Your First Six Months

We Listen to You

Learning about your vision for today and the future.

Focused Meetings

Meetings that emphasize addressing a single topic that is a priority for you.

Data Collection

Documenting your current accounts, insurances, and estate plan.

Asset Allocation Implementation

Aligining your assets with your life design.

Financial Status Evaluation

Determining where you are today and designing your future.

Statement Review

Discussing each element of your statement and answering any questions you have.

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