How is your game plan developed?
No matter what areas you decide to focus on we will cover these six steps.
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Free Get Acquainted Meeting
This meeting is an opportunity for us to get to know each other, at no cost. -
Information Gathering
Once we have established your dreams and values, we will discuss what impacts those dreams and values. -
Evaluation and Analyses
Reviewing the factors we discuss in steps 1 and 2 will set forth the game plan to turn your dreams into goals. -
Develop and Present Game Plan Recommendations / Options
We will discuss your game plan and how each recommendation will impact the achievement of your goals. In some cases, there may be more than one recommendation or option that will assist in achieving your goal(s). Your questions are encouraged. -
Implement the Game Plan
Once you have clear a understanding of the game plan and how each option impacts the big picture, the plan must be started. This can be done by you or with our assistance. The help of other professionals such as your attorney or accountant may also be necessary. -
Periodic Monitoring of the Game Plan
Unlike an alarm clock, a financial plan cannot be set and forgotten. Changes in your life will impact the plan we implemented. Periodic reviews are recommended.
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We can tell our values by looking at our checkbook stubs.
Gloria Steinem
More Interesting Quotes -
Do not value money for any more nor any less than its worth; it is a good servant but a bad master.
Alexandre Dumas fils, Camille, 1852
More Interesting Quotes -
A dream is just a dream. A goal is a dream with a plan and a deadline.
Harvey Mackay
More Interesting Quotes
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