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OUR PROCESS

Men in a Meeting

STEP 1

Understanding the Clients

Personal and Financial Circumstances

Reach the Top

STEP 2

Identifying and Selecting Goals

STEP 3

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

Financial Report

STEP 4

Developing the Financial Planning Recommendation(s)

Signing a Contract

STEP 5

Presenting the Financial Planning Recommendation(s)

Volcano Hiker

STEP 6

Implementing the Financial Planning Recommendation(s)

Man Using a Tablet

STEP 7

Monitoring Progress

and Updating

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