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PROVIDING YOU WITH A
HOLISTIC FINANCIAL PICTURE

RESOURCE CENTER

WELCOME ABOARD TIMELINE

You may be wondering about the process of working together, and what an average timeline looks like. We have developed a strategy that outlines exactly what you can expect from us throughout this process.  Once we decide to work together, three meetings will be scheduled within the first 45 days that will allow us to begin building a foundation for a successful working relationship. 

Here is a deeper look into what our Financial Planning Process looks like.