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Our Process

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Initial Meeting

We can talk virtually, on the phone, or in person. This will give us a chance to make sure your situation matches our expertise. We want to get a good idea of your goals, intentions, challenges and opportunities that are unique to you and your situation. We want to give both parties to evaluate if this relationship is a good fit.

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Our Proposal

We will present our analysis of previous conversations, and make detailed recommendations on next steps in reaching your financial goals as well as how we can assist you in doing so.

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Getting Started

We will introduce you to our process of onboarding as a client and begin gathering any additional information necessary for us to begin serving you. Prior to this meeting we will make sure that any additional questions have been answered to your satisfaction.

Are we the right fit?  Let's find out.

We offer a no-obligation phone conversation with one of our financial professionals. During this phone call, we will get to know you, learn about your financial goals, and see if we're a good match.

Schedule a Meeting

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