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In this introductory consultation, we take a comprehensive approach towards your personal and financial data, along with your personal goals, desires, and behavior traits.
In our proprietary scoring system, we objectively analyze your financial preparedness. The Metric serves as your upfront and ongoing benchmark for future analyses.
We put together the Discovery and Metric findings in order to identify, prioritize, and measure the attainability of your specific financial goals and desires.
The Pathway is a thorough, personalized implementation plan that merges your present situation with your long-term goals.
We implement your plan, while providing continual monitoring, oversight, and accountability throughout. This plan evolves with you.