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Let's Get Organized

What is Financial Planning?

Financial planning is the organization of resources to support your life goals, aspirations and needs.  Taking into account the many factors that can influence, shape and impact our desired outcomes.

Phase One

What will we seek to accomplish in our first few meetings

  • Identify desired outcomes, concerns, & goals
  • Collect important financial information to support building your financial plan.  
  • Established Personal Financial Reminders
  • Provide Access to Personal Financial Management Platform & Online Portal 
  • Completed a meeting with all financial stakeholders you are currently working with to serve your plan