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A DISCIPLINED APPROACH

The following is a sample high-level overview of our disciplined approach to ongoing financial planning.  It is not meant to include all of what we do or can help with.


During the first year, we build your comprehensive financial plan and then help you implement any changes that are necessary.  Long-term, we regularly review each component of your financial plan annually (or every other year if desired).  The below schedule is typical after year one.

Learn more about our Fee Schedules