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Wealth Management in 5 Steps:

1. Contact
Reach out by phone or email to start the conversation. Whether you are going through a divorce, a death of a loved one, or just looking to prepare for your future, we are excited to hear from you!

2. Initial Meeting
We get to know you. This isn’t small talk. We want to know what matters most to you. What are your fears and goals? What challenges do you have? We also discuss our process in depth so you know exactly what to expect.

3. Crafting Your Unique Plan
Depending on your situation and needs, we will review everything in depth to create an easy to understand, step-by-step roadmap for you to follow. We are a full-service planning firm and will present and make recommendations that cover all the bases.

4. Plan Implementation
Once we review your plan and make any needed adjustments, we get to work putting everything in action as well as providing you clear instructions for the steps you need to take.

5. The Future
After implementing your plan, our relationship has really just begun. We will meet periodically from that point to track progress, review your plan, and adjust as needed.