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What's Your Plan?

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Do you know what you want your future to look like and how you will get there? 

Financial planning is about bringing your life goals into focus and putting together actionable steps you can take now that will shape your future. As a financial planner, I will help you make informed decisions about issues that affect your financial well-being and hold you accountable so you can achieve your goals efficiently.

 

 

 

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Mission Statement

Our commitment is to building long-term relationships grounded in trust, integrity, and dedication.

Our goal is to help increase our community's capacity to live their best lives and to participate in charitable giving by reducing the time, stress, and confusion about making smart decisions with money.



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Why Get Professional Guidance?

Our first step is to collect information about your current position with regard to savings, investments, spending, income, charitable giving, insurance coverages, taxes, estate planning. We will also talk about who and what is important in your life and why. You’ll envision your future and the various paths you may take.

Step Two is to project your financial future, assuming no changes are made to your current methodology.

Step Three is to model various decisions to course correct if need be, or to help you reach your goals more effectively and efficiently.

Step Four entails the creation of written recommendations, roles, responsibilities, and time lines. Future meetings consist of reviewing accomplishments, discussing changes, and setting updated roles, responsibilities, and time lines.

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