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Step 1:
Our Process

We begin with an Introduction meeting to meet you and learn about and where you are in life. Follow up meetings will be arranged as we gather all the information we can about you so that we have an accurate starting point for the creation your personal Financial Plan.

We will gather a complete list of your assets and liabilities as well the details your monthly cash flow.  Just like the GPS in your car, you need a specific starting point and a destination in order to determine the details of how you will get there.