The best way for us to learn about you is to ask questions. We always start with the two most important questions…What is your current financial situation? What are your financial goals?

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Regarding your current financial situation, some of the more common questions we might ask you are:

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- What are you assets, liabilities, income, and debt?

- Who is your family?  

- Will you be financially supporting others (parents and/or children) in the future?

- Will you receive an inheritance in the future?

- How is your money currently invested?

- Do you have an updated will? Who is your executor? Who are your beneficiaries?

- Do you act as a Power of Attorney for anybody?

- Does anybody act as a Power of Attorney for you?

- Do you have adequate insurance?

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Regarding your financial goals, our role is to listen. Our objective is to gain a complete understanding of what you are trying to accomplish.

 

Once we understand your current situation, and what you would like your future situation to look like, we will start working on a plan of action that will help you get to where you want to be.

 

We will present our analysis to you. Every plan has pros and cons. We will communicate these pros and cons to you and welcome your thoughts. Once we agree on a plan of action we will implement your plan.

 

Review, Re-evaluate. Revise. Repeat.

 

Review. Re-evaluate. Revise. Repeat.

 

As you know, situations evolve. Your financial goals will change over time. You will realize some shorter term goals. Different short term goals might become important to you. All the while we will remain commited to helping you achieve your longer term financial goals.

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