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Introduction - Are we a good fit for each other?
"A simple hello could lead to a million things." - Unknown
We will begin with an initial conversation to understand what you are looking for, explain where our expertise lies, and mutually decide if we are the right fit for you.
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Analysis - What is working well and what needs to be changed?
"Analysis is the critical starting point of strategic thinking." - Kenichi Ohmea
Upon completing a Discovery meeting with you and receiving any necessary additional information or documentation, we will create a plan to begin the process putting in place the best strategies and options for achieving your goals.
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Collaboration - How can we best organize your finances to fit your life goals?
"If everyone is moving forward together, then success takes care of itself." - Henry Ford
Once we have put together our recommendations, we will work together to decide which options and strategies feel right for you.
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Consideration - Does this feel like your PATH™ to financial well-being?
"Sleep is the best meditation." - Dali Lama
We don't want you to be in a rush to decide to work with us. We are lifelong partners in financial planning for those we work with. Take some time to decide if we are the right fit for you.
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Implementation - Ready to hit the “Go” button?
"You are what you do, not what you say you'll do." Carl Jung
Once you have decided you are ready to move forward on your PATH™, we will take the steps necessary to get you started.
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Review - How does your plan need to be adjusted as life unfolds?
“Life is what happens to us while we are making other plans.” – Allen Saunders
Initially, we will make the very best plan possible based on what we know and your current situation. With that said, we know from the moment we make plans, life will happen and plans will change. We will be by your side every moment of the way. With an intentional educational and communicative review process, we will make sure you are still on track for whatever the future may hold.