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BIG PICTURE PLANNING

Every financial plan we make is holistic, taking every aspect of your life into account. While you may contact us to focus on wealth management or tax strategy, with ROYA llc you always get to see the bigger picture.

We do more than meet isolated financial goals. We look at the whole picture with an integrated approach. 

INSURANCE & PROTECTION
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WEALTH
MANAGEMENT
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RETIREMENT
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TAX STRATEGIES
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ESTATE PLANNING
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BUSINESS PLANNING
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ROYA llc is the missing piece that brings the puzzle together.

INVESTMENT
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CHARITABLE GIVING

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If you're ready to find out how Relational Financial Planning can work for you, schedule an initial conversation.

HOW DO WE DO IT? IT'S A SIMPLE THREE-STEP PROCESS THAT LEADS TO ONE VISION FOR YOUR FINANCES

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DREAM

Your hopes for your financial future

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VISION

A focus on your unique goals

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PLAN

Actionable steps that make it all feel easy

We guide you through the process on item at a time.

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"We all deal with the various components of financial planning in silos most of the time. The magic happens when we can see the interconnectedness of the components and act with the whole picture in mind."

~Roya Moltaji

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BRANDING

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DESIGN

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A BALANCED APPROACH TO BUSINESS AND LIFE

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