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OUR PROCESS

STEP 1
Understanding the Clients
Personal and Financial Circumstances

STEP 2
Identifying and Selecting Goals

STEP 3
Analyzing the Client's Current Course of Action and Potential Alternative Course(s) of Action

STEP 4
Developing the Financial Planning Recommendation(s)

STEP 5
Presenting the Financial Planning Recommendation(s)

STEP 6
Implementing the Financial Planning Recommendation(s)

STEP 7
Monitoring Progress
and Updating
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