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Our Planning Process

  1. Uncovering your “Why?” - We want to make sure that, first and foremost, we understand you as a person.
  2. Launching your website - We develop your personal financial website.
  3. Preliminary Plan – A detailed plan for maximizing today, and achieving tomorrow.
  4. Analysis of Alternatives – “Stress test” your plan and discuss your options.
  5. Plan Implementation – Implement a 12-month series of “Action Steps” to keep moving towards your goals.
  6. Service – We provide “Gold Medal Service” proactively through education, communication, and timely response to questions.
  7. Annual Review – We conduct a thorough assessment of your plan, and adjust for any changes in your situation.
  8. Progress Report - We measure your progress towards your goals and ask, “Are you on track, or do you need to make adjustments? We create a new set of 12-month action steps.