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Our process is all about clarity
and getting you results.
This is our opportunity to get to know each other. Most importantly, we want to know about you, your family and your goals. We want you to feel confident to ask questions about the various services we provide and value we provide.
Once we agree that your goals are attainable based on realistic expectations, we will complete an Engagement Letter and create a Plan of Action over specified time period.
Next is a mutually agreed upon communication plan. Here we agree to keep you up-to-date on your progress toward your goals and you agree to keep us informed of any changes to your financial situation.
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