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What You Can Expect

Our 7 Step Process

"Your Plan Will Work because you will help create it,

you will understand it, and you will know what steps to take."

Click any step to expand

Step 1:

Initial Inquiry

Step 2:

Discovery Meeting

Discovery Part I

Step 3:

Data Gathering & Prototyping

Discovery Part II

Step 4:

Feedback Meeting

Step 5:


Step 6:

Presentation of Your Financial Plan

Step 7:

On-Going Services