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The Process

Through our signature financial planning approach, together, we will explore your past, present and vision of the future to optimize your money.

PAST: WHERE YOU HAVE COME FROM

Taking time to understand the experiences that have shaped your perspective on money is an essential first step in working together. This helps us to recognize your priorities as well as any potential behavioral biases that may play a role in your overall financial success.

PRESENT: WHERE YOU ARE NOW

As we continue the consultative process, we will discuss core aspects of your life to help set short and long-term goals that will measurably increase your overall satisfaction. From your health and relationships to your security and sense of purpose, this comprehensive picture will help establish and monitor your goals that will be the driving force of your financial plan.

FUTURE: WHERE YOU WANT TO GO

With a clear picture of your current needs and resources along with past influences, together we can identify potential transitions that may happen in your future, both the unexpected and the inevitable. While life is full of surprises, our goal is to prepare now rather than repair later—affording you more options, flexibility and ultimately peace of mind knowing you have a plan in place that can adapt to your changing needs. During this step, we will consider five critical areas to create a comprehensive financial plan:

• Retirement Income & Social Security Maximization Planning

• Advanced Tax Planning & Minimization Strategies

• Investment Strategies

By looking at each of these areas of your life as well as taking your financial plan into consideration, our ultimate goal is to deliver and maintain an optimized plan for you to live your best life possible throughout retirement.

Are You Managing Your Money to Live Your Best Life Possible?