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Our Services

Open Retainer Financial Planning

Our open retainer financial planning services are a comprehensive agreement where we engage in face-to-face meetings multiple times throughout the year and assess at your entire financial picture and life goals. Good financial planning is not a one time event. Rather, it is an ongoing process that allows you to revise earlier decisions as your own circumstances and life goals evolve as well as to assess the impact of exogenous factors such as financial market performance. 



Comprehensive Financial Planning:

Discovery

Consultation

Analysis

Recommendations

Implementation

Ongoing Review


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