There are three ways to hire us for service. Whether it’s investment advisory services, wealth management services, or choosing from our menu of services, you can follow our 5-step process detailed below.
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Step 1: Establish and Define the Relationship with You
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Step 2: Gather Pertinent Data
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Step 3: Analyze and Evaluate your Financial Status
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Step 4: Develop and Present a Comprehensive Customized Plan
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Step 5: Implement the Financial Planning Recommendations
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Step 6: Coach and Provide Ongoing Support for Your Financial Plan