Our financial planning services cover
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Prepare1. With step 1, we start with a discovery session to understand more about you, your financial challenges along with your financial goals and desires.
2. During step 2, we flush out your financial situation to develop strategies to reach your financial goals that are right and feasible for you to move forward to the next step. |
Plan3. During step 3, we organize your financial strategies to meet your current lifestyle. We begin to execute the right financial plan to reach your long-term goals by crafting a comprehensive financial plan that is specifically customized for you and your family.
4. During step 4, we share our strategies and unbiased recommendations to help you achieve your financial desires. We will ensure that there is a financial plan that is reasonable and feasible to begin your financial success story. |
Pursue5. Step 5 yields your financial plan course of action. The financial plan that was tailored for YOU. This step will help you reach that financial success story you desire most.
6. To stay consistent, to know when changes need to be made, financial accountability is critical here during step 6. We empower you to stay the course by helping you become more proficient in managing your money, providing you with resources, and informing you of upcoming activities or events that may be beneficial for your financial success story. |
KaylaKayla works at a fast-growing technology company. She earns a salary of $130,000 and has no debt. She is investing in a brokerage account that has accumulated $100,000. She has $152,000 in liquid savings. She is maxing out on her 401k every year.
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Nicole and RobertNicole home schools their two children, 5 and 8 years old. Robert is an Information Technology employee for the city. Robert makes $190,000. They believe college education for their children is important. However, they're not sure if they are saving enough for it.
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Kenneth Kenny desperately wants to make sure he has an emergency fund and is on the right path towards a comfortable and stress-free retirement. He has student loan debt of $50,000. He recently became engaged to Anita and are in the midst of planning their wedding.
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