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Personal Financial & Legacy Planning

Client Centered

Client Centered

We help our clients create an efficient and effective roadmap to help them navigate complex financial matters with confidence. As fiduciary planners your best interest is our best interest. Long-term relationships that encourage open and honest communication are the cornerstone of our successful, ongoing planning process.

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Our Process

Our Process

Discovery Meeting

At this point in the process we get to meet with our clients to ask them about the goals which are most important to them and how those connect to their financial resources.

Strategy/Check-In Meeting 

We understand it can be cumbersome to organize your life, financially, so we provide a personalized client website to help you. We review the information from the first meeting along with the client website and how it connects to your overall financial roadmap.

Recommendation/Implementation Meeting

We focus on providing you unbiased strategies that will improve your long-term financial success. You decide what's most important to you and we'll assist you in getting those recommendations accomplished in a timely manner. 

Ongoing Planning/Review 

Your financial roadmap is a "living" document. We'll update it as changes happen in your life and in legislation. It's important to have a starting line so overtime you can monitor the progress you've made. This is the best part of our process - building lasting relationships with our client!

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