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How We Deliver Financial Planning To Our Clients
STEP 1 – We learn about your personal and financial circumstances.
STEP 2 – We help you identify and select realistic goals to achieve.
STEP 3 – We analyze your current course of action and suggest potential alternative course(s) of action.
STEP 4 – We develop financial planning recommendation(s)
STEP 5 – We present the financial planning recommendation(s)
STEP 6 – We implement the financial planning recommendation(s)
(Unless specifically excluded from the scope of engagement)