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OUR FOUR-STEP PROCESS
Formulate a Plan
After your meeting, we will take your information and come together as a team to create an in-depth financial plan including short and long term goals.
Meet with an Advisor
During this meeting, we will gain an understanding of your personal goals, current financial situation, investment experience and risk tolerance through questionnaires and interviews.
We will present our recommendations to you, answer your question and outline the steps we need to take to implement your plan.
Review and Revise
Once we have implemented, we will monitor your investments and meet with you regulary. As life changes so will your plan.
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